DWM

Drive Wealth Management Portfolio holdings

AUM $474M
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$472M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$5.93M
3
+$4.43M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.09M
5
CDX icon
Simplify High Yield ETF
CDX
+$3.09M

Top Sells

1
+$7.55M
2
+$7.53M
3
+$3.04M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.58M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.52M

Sector Composition

1 Technology 17.18%
2 Financials 7.04%
3 Communication Services 5.65%
4 Consumer Discretionary 5.17%
5 Healthcare 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$229K 0.05%
4,790
-113
302
$228K 0.05%
+1,595
303
$228K 0.05%
1,115
+1
304
$227K 0.05%
4,015
-1,807
305
$227K 0.05%
10,975
+167
306
$226K 0.05%
4,493
+40
307
$226K 0.05%
826
308
$224K 0.05%
+1,472
309
$224K 0.05%
1,412
-290
310
$223K 0.05%
2,825
+13
311
$223K 0.05%
1,109
+19
312
$222K 0.05%
1,210
-38
313
$222K 0.05%
+3,780
314
$221K 0.05%
665
+15
315
$221K 0.05%
2,222
-17
316
$219K 0.05%
2,622
-943
317
$218K 0.05%
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318
$218K 0.05%
778
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319
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+9,302
320
$217K 0.05%
1,636
+5
321
$216K 0.05%
+1,007
322
$216K 0.05%
+1,860
323
$213K 0.05%
+2,514
324
$213K 0.05%
+8,712
325
$213K 0.05%
944
+14
11 12
13
14 15