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
$384M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.76M
3
+$1.75M
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$1.73M
5
ACP
abrdn Income Credit Strategies Fund
ACP
+$1.64M

Top Sells

1
+$6.65M
2
+$4.73M
3
+$2.82M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2M

Sector Composition

1 Technology 16.88%
2 Financials 13.63%
3 Healthcare 4.29%
4 Consumer Discretionary 4.29%
5 Communication Services 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$217K 0.06%
1,758
+8
277
$217K 0.06%
12,530
+35
278
$216K 0.06%
1,085
-78
279
$216K 0.06%
+1,734
280
$216K 0.06%
+1,167
281
$215K 0.06%
+1,755
282
$215K 0.06%
+2,674
283
$215K 0.06%
1,412
-464
284
$214K 0.06%
+1,401
285
$214K 0.06%
+465
286
$212K 0.06%
2,375
287
$212K 0.06%
5,853
+39
288
$211K 0.06%
11,643
+263
289
$211K 0.06%
876
-77
290
$210K 0.05%
5,306
-331
291
$207K 0.05%
+693
292
$206K 0.05%
+2,502
293
$205K 0.05%
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294
$204K 0.05%
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295
$201K 0.05%
+10,395
296
$197K 0.05%
15,800
-6,150
297
$170K 0.04%
12,614
298
$153K 0.04%
11,585
299
$152K 0.04%
13,995
-300
300
$151K 0.04%
15,443
-234
10 11
12
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