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
$357M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.99M
3
+$2.14M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.79M

Top Sells

1
+$1.29M
2
+$1.04M
3
+$722K
4
CNC icon
Centene
CNC
+$593K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$546K

Sector Composition

1 Technology 15.41%
2 Financials 14.49%
3 Healthcare 4.48%
4 Consumer Discretionary 3.62%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$240K 0.07%
1,692
+126
252
$240K 0.07%
20,416
+1,354
253
$240K 0.07%
+18,117
254
$240K 0.07%
6,621
-1,716
255
$239K 0.07%
2,353
256
$238K 0.07%
1,606
257
$238K 0.07%
19,385
+5,748
258
$238K 0.07%
19,464
-482
259
$237K 0.07%
3,091
-39
260
$236K 0.07%
+866
261
$234K 0.07%
2,703
-55
262
$233K 0.07%
+754
263
$232K 0.07%
2,544
-310
264
$232K 0.07%
13,852
+32
265
$232K 0.07%
4,386
-47
266
$230K 0.06%
1,750
267
$229K 0.06%
+2,212
268
$229K 0.06%
478
-34
269
$228K 0.06%
+634
270
$227K 0.06%
+914
271
$226K 0.06%
+1,540
272
$226K 0.06%
+1,376
273
$226K 0.06%
6,111
-424
274
$225K 0.06%
+2,239
275
$224K 0.06%
+310
9 10
11
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