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
276
$30.5K 0.01%
21,478
-9,266
277
$22.7K 0.01%
+14,117
278
$17K 0.01%
2,990
279
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-8,721
280
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281
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-1,832
282
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-12,948
283
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-3,926
284
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-718
285
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-583
286
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287
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-6,761
288
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-25,683
289
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-6,695
290
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291
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292
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-4,748
293
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294
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295
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296
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-6,594
297
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-12,206
298
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-3,230
299
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-3,557
300
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-40,960
9 10 11
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