DWM

Drive Wealth Management Portfolio holdings

AUM $512M
1-Year Est. Return 23.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.28M
3
+$985K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$901K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$871K

Top Sells

1
+$15.3M
2
+$3.49M
3
+$1.29M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$669K

Sector Composition

1 Technology 16.31%
2 Financials 7.32%
3 Communication Services 5.05%
4 Consumer Discretionary 4.66%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$241K 0.05%
+2,403
277
$240K 0.05%
1,010
-327
278
$240K 0.05%
1,713
-10
279
$240K 0.05%
+2,303
280
$239K 0.05%
+4,811
281
$239K 0.05%
3,806
+77
282
$236K 0.05%
758
+44
283
$235K 0.05%
+10,693
284
$231K 0.05%
7,792
+58
285
$230K 0.05%
+420
286
$230K 0.05%
5,186
-457
287
$230K 0.05%
+1,702
288
$229K 0.05%
3,272
+44
289
$228K 0.05%
775
+4
290
$228K 0.05%
7,873
-3,681
291
$226K 0.05%
+1,061
292
$225K 0.05%
+299
293
$224K 0.05%
+775
294
$222K 0.05%
4,114
-102
295
$221K 0.05%
2,812
296
$221K 0.05%
4,496
-343
297
$219K 0.05%
2,685
-31
298
$219K 0.05%
+330
299
$219K 0.05%
2,276
-31
300
$218K 0.05%
+6,639
10 11
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