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
$274M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4M
3
+$2.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.73M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.5M

Top Sells

1
+$3.5M
2
+$1.57M
3
+$1.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.38M
5
UNH icon
UnitedHealth
UNH
+$1.35M

Sector Composition

1 Financials 15.86%
2 Technology 14.77%
3 Energy 4.24%
4 Healthcare 4.22%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$136K 0.05%
+12,529
252
$134K 0.05%
15,451
-6,736
253
$129K 0.05%
14,295
-1,893
254
$128K 0.05%
41,112
+2,500
255
$126K 0.05%
+15,149
256
$125K 0.05%
16,660
+1,471
257
$123K 0.04%
39,200
258
$122K 0.04%
16,399
259
$120K 0.04%
+11,750
260
$117K 0.04%
13,240
261
$114K 0.04%
+10,409
262
$111K 0.04%
+10,430
263
$100K 0.04%
14,190
+82
264
$94K 0.03%
38,858
+3,218
265
$90.4K 0.03%
10,790
-4,463
266
$87.1K 0.03%
10,386
-2,400
267
$84.6K 0.03%
18,600
268
$79.7K 0.03%
14,369
+1,219
269
$78.4K 0.03%
36,810
+3,409
270
$76.4K 0.03%
25,797
+2,529
271
$69.9K 0.03%
1,547
+98
272
$63.5K 0.02%
14,168
-2
273
$50.9K 0.02%
12,650
+1,369
274
$47.5K 0.02%
12,695
+2,524
275
$43K 0.02%
15,064
+1,329
9 10
11
12 13