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
$371M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.2M
3
+$1.11M
4
XOM icon
Exxon Mobil
XOM
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$860K

Top Sells

1
+$3.07M
2
+$1.54M
3
+$870K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$789K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$788K

Sector Composition

1 Technology 16.72%
2 Financials 13.71%
3 Healthcare 4.69%
4 Consumer Discretionary 4.01%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$139K 0.04%
15,900
+454
302
$136K 0.04%
13,240
303
$128K 0.03%
14,555
-489
304
$117K 0.03%
34,000
305
$113K 0.03%
37,062
+762
306
$112K 0.03%
10,405
+293
307
$109K 0.03%
+10,175
308
$108K 0.03%
39,431
+1,875
309
$96.1K 0.03%
17,600
-4,000
310
$87K 0.02%
23,450
311
$86.9K 0.02%
31,031
+2,488
312
$74.8K 0.02%
10,546
-111
313
$74K 0.02%
12,805
+259
314
$74K 0.02%
12,500
315
$60.4K 0.02%
14,116
-4,737
316
$52K 0.01%
13,767
+164
317
$51.4K 0.01%
1,817
-144
318
$50.4K 0.01%
+12,240
319
$31.9K 0.01%
+10,000
320
$28.1K 0.01%
11,247
-4,720
321
– –
-3,333
322
– –
-2,655
323
– –
-403
324
– –
-1,161
325
– –
-13,919
10 11 12
13
14