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
$270M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$5.37M
3
+$4.6M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$4.46M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$4.25M

Top Sells

1
+$5.39M
2
+$4.33M
3
+$3.16M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$2.23M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.61M

Sector Composition

1 Financials 16.14%
2 Technology 14.46%
3 Healthcare 4.94%
4 Consumer Discretionary 3.87%
5 Energy 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
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