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
$408M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$7.43M
3
+$2.79M
4
KNF icon
Knife River
KNF
+$2.06M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$1.22M

Top Sells

1
+$4.7M
2
+$3.14M
3
+$1.76M
4
JNJ icon
Johnson & Johnson
JNJ
+$856K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$684K

Sector Composition

1 Technology 16.36%
2 Financials 13.18%
3 Consumer Discretionary 4.9%
4 Healthcare 4%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$224K 0.06%
773
+80
277
$223K 0.05%
866
-5
278
$223K 0.05%
+4,336
279
$223K 0.05%
316
-3
280
$222K 0.05%
+22,506
281
$222K 0.05%
24,004
-19,323
282
$222K 0.05%
+2,348
283
$221K 0.05%
+2,492
284
$221K 0.05%
4,865
-73
285
$220K 0.05%
+1,994
286
$220K 0.05%
4,343
-2,623
287
$219K 0.05%
+2,058
288
$218K 0.05%
455
-10
289
$218K 0.05%
1,216
-6
290
$218K 0.05%
422
-4
291
$218K 0.05%
6,108
+93
292
$217K 0.05%
2,812
-32
293
$216K 0.05%
+662
294
$215K 0.05%
1,769
+11
295
$214K 0.05%
+1,719
296
$214K 0.05%
12,564
+34
297
$212K 0.05%
10,039
-356
298
$212K 0.05%
13,451
-234
299
$211K 0.05%
340
-310
300
$210K 0.05%
892
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10 11
12
13 14