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
$371M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.2M
3
+$1.11M
4
XOM icon
Exxon Mobil
XOM
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$860K

Top Sells

1
+$3.07M
2
+$1.54M
3
+$870K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$789K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$788K

Sector Composition

1 Technology 16.72%
2 Financials 13.71%
3 Healthcare 4.69%
4 Consumer Discretionary 4.01%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$233K 0.06%
35,287
+11
252
$232K 0.06%
4,386
253
$232K 0.06%
531
+53
254
$231K 0.06%
2,289
+77
255
$230K 0.06%
1,584
+44
256
$230K 0.06%
+1,784
257
$229K 0.06%
6,013
-98
258
$227K 0.06%
2,673
-30
259
$226K 0.06%
1,163
+43
260
$225K 0.06%
1,219
+43
261
$225K 0.06%
1,750
262
$225K 0.06%
11,981
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263
$224K 0.06%
899
+33
264
$223K 0.06%
653
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265
$222K 0.06%
3,767
-302
266
$221K 0.06%
4,821
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267
$221K 0.06%
1,614
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268
$218K 0.06%
5,637
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269
$217K 0.06%
+1,571
270
$216K 0.06%
2,650
+90
271
$216K 0.06%
+2,221
272
$215K 0.06%
+1,104
273
$213K 0.06%
1,893
+7
274
$213K 0.06%
+3,935
275
$212K 0.06%
28
+2
9 10
11
12 13