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
$408M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$7.43M
3
+$2.79M
4
KNF icon
Knife River
KNF
+$2.06M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$1.22M

Top Sells

1
+$4.7M
2
+$3.14M
3
+$1.76M
4
JNJ icon
Johnson & Johnson
JNJ
+$856K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$684K

Sector Composition

1 Technology 16.36%
2 Financials 13.18%
3 Consumer Discretionary 4.9%
4 Healthcare 4%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$209K 0.05%
1,803
+2
302
$209K 0.05%
3,193
-1,058
303
$208K 0.05%
+1,320
304
$208K 0.05%
+13,955
305
$207K 0.05%
1,905
306
$207K 0.05%
+3,820
307
$207K 0.05%
+2,532
308
$206K 0.05%
+601
309
$206K 0.05%
3,035
-8,449
310
$205K 0.05%
3,609
+54
311
$204K 0.05%
+486
312
$204K 0.05%
3,191
-1,040
313
$203K 0.05%
1,148
-264
314
$203K 0.05%
3,821
-74
315
$201K 0.05%
+886
316
$201K 0.05%
+4,099
317
$183K 0.04%
31,531
+18,845
318
$175K 0.04%
+11,657
319
$171K 0.04%
10,902
-741
320
$164K 0.04%
+17,198
321
$159K 0.04%
15,742
+299
322
$144K 0.04%
10,815
+368
323
$138K 0.03%
13,995
324
$135K 0.03%
38,117
+1,071
325
$128K 0.03%
10,393
11 12
13
14 15