DWM

Drive Wealth Management Portfolio holdings

AUM $472M
1-Year Est. Return 23.97%
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.29M
3
+$2.23M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.23M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.13M

Top Sells

1
+$4.92M
2
+$1.05M
3
+$1.04M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$723K
5
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$716K

Sector Composition

1 Financials 16.83%
2 Technology 13.1%
3 Healthcare 5.56%
4 Energy 4.24%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$206K 0.09%
6,142
+28
252
$205K 0.09%
1,566
-190
253
$205K 0.09%
+1,790
254
$205K 0.09%
+1,237
255
$205K 0.09%
+3,308
256
$203K 0.09%
+1,192
257
$202K 0.08%
+1,424
258
$201K 0.08%
+245
259
$201K 0.08%
+2,885
260
$183K 0.08%
+12,117
261
$176K 0.07%
54,775
-1,025
262
$159K 0.07%
+14,550
263
$158K 0.07%
+1,250
264
$156K 0.07%
17,549
-1,150
265
$149K 0.06%
12,289
-5,653
266
$147K 0.06%
+10,000
267
$143K 0.06%
14,147
-2,442
268
$141K 0.06%
38,541
+13,208
269
$138K 0.06%
16,863
-2,246
270
$133K 0.06%
+13,240
271
$127K 0.05%
+10,088
272
$124K 0.05%
10,700
-882
273
$121K 0.05%
26,078
-1,182
274
$118K 0.05%
11,300
-1,029
275
$117K 0.05%
13,305
+1,630
9 10
11
12 13