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
$310M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.92M
3
+$2.71M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.7M
5
UNH icon
UnitedHealth
UNH
+$1.6M

Top Sells

1
+$2.8M
2
+$2.62M
3
+$1.97M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.96M
5
FSK icon
FS KKR Capital
FSK
+$1.71M

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
276
$183K 0.06%
14,362
-8,977
277
$175K 0.06%
+10,241
278
$161K 0.05%
+13,637
279
$161K 0.05%
17,121
+461
280
$159K 0.05%
+10,557
281
$150K 0.05%
11,090
+681
282
$149K 0.05%
42,062
+950
283
$148K 0.05%
14,295
284
$142K 0.05%
16,770
+2,580
285
$141K 0.05%
11,537
+286
286
$133K 0.04%
13,240
287
$133K 0.04%
+11,759
288
$131K 0.04%
+11,214
289
$127K 0.04%
15,511
+362
290
$126K 0.04%
11,029
-1,500
291
$124K 0.04%
+12,232
292
$113K 0.04%
40,592
+1,734
293
$113K 0.04%
34,000
-5,200
294
$112K 0.04%
21,600
+3,000
295
$105K 0.03%
1,921
+374
296
$105K 0.03%
12,391
-4,008
297
$95.3K 0.03%
39,880
+3,070
298
$88.9K 0.03%
27,433
+1,636
299
$88.6K 0.03%
17,686
+3,317
300
$85K 0.03%
+11,723
10 11
12
13 14