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
$310M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.92M
3
+$2.71M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.7M
5
UNH icon
UnitedHealth
UNH
+$1.6M

Top Sells

1
+$2.8M
2
+$2.62M
3
+$1.97M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.96M
5
FSK icon
FS KKR Capital
FSK
+$1.71M

Sector Composition

1 Technology 16.01%
2 Financials 15.06%
3 Healthcare 5.08%
4 Consumer Discretionary 3.97%
5 Energy 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$79.2K 0.03%
15,002
+834
302
$64.5K 0.02%
+13,390
303
$59.9K 0.02%
13,281
+631
304
$58.2K 0.02%
16,421
+1,357
305
$19.1K 0.01%
10,459
-11,019
306
$13.5K ﹤0.01%
2,990
307
– –
-2,652
308
– –
-5,951
309
– –
-2,728
310
– –
-5,464
311
– –
-18,672
312
– –
-10,790
313
– –
-1,008
314
– –
-10,386
315
– –
-847
316
– –
-3,434
317
– –
-5,397
318
– –
-5,009
319
– –
-12,695
320
– –
-4,726
321
– –
-8,772
322
– –
-3,489
323
– –
-56,000
324
– –
-6,000
325
– –
-3,784
10 11 12
13
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