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
$426M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.04M
3
+$4.02M
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$3.25M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.56M

Top Sells

1
+$8.78M
2
+$7.61M
3
+$2.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M
5
PCT icon
PureCycle Technologies
PCT
+$1.83M

Sector Composition

1 Technology 14.87%
2 Financials 11.82%
3 Consumer Discretionary 4.43%
4 Communication Services 4.18%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$203K 0.05%
4,311
-120
302
$201K 0.05%
+403
303
$200K 0.05%
32,453
+922
304
$199K 0.05%
+11,764
305
$183K 0.04%
10,615
-3,596
306
$166K 0.04%
10,622
-193
307
$147K 0.03%
38,466
-1,988
308
$145K 0.03%
10,984
-2,467
309
$142K 0.03%
13,842
-3,356
310
$135K 0.03%
15,372
-370
311
$114K 0.03%
24,562
+13,349
312
$114K 0.03%
37,226
-891
313
$112K 0.03%
+10,628
314
$111K 0.03%
+11,566
315
$90.4K 0.02%
+42,226
316
$78.5K 0.02%
14,903
+676
317
$66.4K 0.02%
+11,033
318
$65.5K 0.02%
20,045
+514
319
$61.7K 0.01%
+13,101
320
$31.1K 0.01%
4,583
-2,917
321
$29.3K 0.01%
15,000
-5,000
322
$19.1K ﹤0.01%
20,000
323
$18.3K ﹤0.01%
+16,677
324
$14.7K ﹤0.01%
1,500
-4,500
325
– –
-23,000
11 12
13
14 15