DWM

Drive Wealth Management Portfolio holdings

AUM $512M
1-Year Est. Return 23.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$3.78M
3
+$2.53M
4
UNH icon
UnitedHealth
UNH
+$1.63M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.56M

Top Sells

1
+$2.8M
2
+$2.44M
3
+$1.95M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.89M
5
FSK icon
FS KKR Capital
FSK
+$1.63M

Sector Composition

1 Technology 16.01%
2 Financials 15.06%
3 Healthcare 5.08%
4 Consumer Discretionary 3.97%
5 Energy 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$227K 0.07%
12,354
+707
252
$225K 0.07%
+1,714
253
$224K 0.07%
2,353
254
$219K 0.07%
477
-18
255
$218K 0.07%
+5,591
256
$217K 0.07%
+700
257
$217K 0.07%
2,297
+63
258
$216K 0.07%
1,763
+33
259
$216K 0.07%
+11,400
260
$215K 0.07%
7,048
-17
261
$214K 0.07%
5,736
-1,831
262
$212K 0.07%
+4,433
263
$211K 0.07%
+1,062
264
$210K 0.07%
863
-25
265
$209K 0.07%
+1,471
266
$209K 0.07%
+81
267
$209K 0.07%
6,535
+65
268
$208K 0.07%
+6,695
269
$206K 0.07%
+2,492
270
$205K 0.07%
1,750
271
$203K 0.07%
+1,578
272
$202K 0.07%
+2,507
273
$201K 0.06%
+1,038
274
$194K 0.06%
17,595
-10,800
275
$185K 0.06%
19,062
+1,314
9 10
11
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