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

Top Buys

1
+$4.28M
2
+$4.15M
3
+$2.86M
4
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$2.8M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.49M

Top Sells

1
+$3.5M
2
+$1.64M
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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280
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281
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-12,948
282
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-3,926
283
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284
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285
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286
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287
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288
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289
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290
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291
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292
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-8,721
293
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294
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295
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296
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297
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9 10 11
12
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