DWM

Drive Wealth Management Portfolio holdings

AUM $474M
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$472M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$5.93M
3
+$4.43M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.09M
5
CDX icon
Simplify High Yield ETF
CDX
+$3.09M

Top Sells

1
+$7.55M
2
+$7.53M
3
+$3.04M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.58M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.52M

Sector Composition

1 Technology 17.18%
2 Financials 7.04%
3 Communication Services 5.65%
4 Consumer Discretionary 5.17%
5 Healthcare 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$252K 0.05%
+4,991
277
$252K 0.05%
959
-44
278
$251K 0.05%
778
+3
279
$251K 0.05%
+3,089
280
$251K 0.05%
13,084
+2,391
281
$248K 0.05%
1,978
-193
282
$248K 0.05%
2,656
+16
283
$246K 0.05%
4,629
+115
284
$245K 0.05%
33,757
+2,031
285
$245K 0.05%
1,730
+50
286
$243K 0.05%
3,833
+27
287
$243K 0.05%
753
-294
288
$242K 0.05%
+717
289
$241K 0.05%
30
+2
290
$238K 0.05%
1,119
+58
291
$237K 0.05%
4,080
-34
292
$237K 0.05%
+2,829
293
$237K 0.05%
3,132
+15
294
$235K 0.05%
+3,501
295
$233K 0.05%
25,141
-94,460
296
$231K 0.05%
+1,590
297
$231K 0.05%
5,114
-1,049
298
$230K 0.05%
3,758
+162
299
$229K 0.05%
2,871
-250
300
$229K 0.05%
+391
10 11
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