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
276
$219K 0.06%
+5,409
277
$218K 0.06%
5,569
-22
278
$215K 0.06%
1,565
-13
279
$215K 0.06%
+5,708
280
$215K 0.06%
+1,176
281
$213K 0.06%
469
-18
282
$212K 0.06%
11,827
-527
283
$211K 0.06%
+26
284
$210K 0.06%
+403
285
$208K 0.06%
+1,886
286
$206K 0.06%
1,161
-310
287
$205K 0.06%
+2,560
288
$205K 0.06%
+4,733
289
$203K 0.06%
+2,375
290
$201K 0.06%
2,299
-544
291
$190K 0.05%
12,024
+934
292
$180K 0.05%
10,891
+334
293
$179K 0.05%
16,065
-1,530
294
$170K 0.05%
15,493
-1,628
295
$159K 0.04%
11,950
+413
296
$151K 0.04%
14,295
297
$146K 0.04%
+3,333
298
$136K 0.04%
15,446
-65
299
$135K 0.04%
13,240
300
$128K 0.04%
12,232
10 11
12
13 14