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
276
$212K 0.06%
5,884
+176
277
$210K 0.06%
+879
278
$209K 0.06%
+2,434
279
$206K 0.06%
2,375
280
$206K 0.06%
8,443
-9,910
281
$206K 0.06%
+13,505
282
$205K 0.06%
+5,814
283
$205K 0.06%
+3,195
284
$205K 0.06%
317
+7
285
$203K 0.05%
+4,526
286
$203K 0.05%
761
+7
287
$201K 0.05%
5,915
-25,630
288
$201K 0.05%
+4,317
289
$199K 0.05%
12,495
+471
290
$195K 0.05%
11,380
+489
291
$188K 0.05%
12,853
+244
292
$179K 0.05%
15,677
+184
293
$174K 0.05%
+12,712
294
$173K 0.05%
23,950
-10,500
295
$162K 0.04%
14,065
-2,000
296
$158K 0.04%
12,614
-6,850
297
$148K 0.04%
14,295
298
$144K 0.04%
11,585
-7,800
299
$142K 0.04%
11,360
-590
300
$139K 0.04%
12,391
-8,750
10 11
12
13 14