DWM

Drive Wealth Management Portfolio holdings

AUM $512M
1-Year Est. Return 23.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.28M
3
+$985K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$901K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$871K

Top Sells

1
+$15.3M
2
+$3.49M
3
+$1.29M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$669K

Sector Composition

1 Technology 16.31%
2 Financials 7.32%
3 Communication Services 5.05%
4 Consumer Discretionary 4.66%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$217K 0.05%
4,411
+100
302
$217K 0.05%
+4,514
303
$217K 0.05%
1,254
+81
304
$216K 0.05%
+828
305
$216K 0.05%
269
-75
306
$216K 0.05%
+2,078
307
$215K 0.05%
763
-119
308
$212K 0.05%
759
-224
309
$209K 0.05%
31,726
-727
310
$209K 0.05%
+3,012
311
$207K 0.05%
28
-3
312
$206K 0.05%
+1,680
313
$204K 0.04%
2,239
-3,811
314
$204K 0.04%
+826
315
$203K 0.04%
1,513
-878
316
$203K 0.04%
+930
317
$203K 0.04%
+1,090
318
$203K 0.04%
+3,596
319
$203K 0.04%
+9,064
320
$202K 0.04%
+1,631
321
$202K 0.04%
1,114
-33
322
$201K 0.04%
+4,453
323
$201K 0.04%
10,808
+186
324
$198K 0.04%
13,182
+2,198
325
$177K 0.04%
+19,292
11 12
13
14 15