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
$426M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.04M
3
+$4.02M
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$3.25M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.56M

Top Sells

1
+$8.78M
2
+$7.61M
3
+$2.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M
5
PCT icon
PureCycle Technologies
PCT
+$1.83M

Sector Composition

1 Technology 14.87%
2 Financials 11.82%
3 Consumer Discretionary 4.43%
4 Communication Services 4.18%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$223K 0.05%
3,729
-91
277
$223K 0.05%
1,395
-2,608
278
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2,431
-2,893
279
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280
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31
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285
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287
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288
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291
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298
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299
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300
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11,213
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10 11
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