DWM
Drive Wealth Management Portfolio holdings
AUM $426M
AUM
$426M
AUM Growth
+$17.7M (+4%)
Cap. Flow
+$57.5M
Cap. Flow % of AUM
13.51%
Top 10 Holdings %Top 10 Hldgs %
33.12%
Holding
395
New
53
Increased
115
Reduced
151
Closed
71
Top Buys
| 1 | $5.25M | |
| 2 | $4.04M | |
| 3 | $4.02M | |
| 4 | $3.25M | |
| 5 | $2.56M |
Top Sells
| 1 | $8.78M | |
| 2 | $1.9M | |
| 3 | $1.83M | |
| 4 | $1.58M | |
| 5 | $1.01M |
Sector Composition
| 1 | Technology | 14.94% |
| 2 | Financials | 11.82% |
| 3 | Consumer Discretionary | 4.43% |
| 4 | Communication Services | 4.11% |
| 5 | Healthcare | 3.94% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -10,261 | Closed | – | |||
| $0 | 0% | 0 -886 | Closed | – | |||
| $0 | 0% | 0 -4,099 | Closed | – | |||
| $0 | 0% | 0 -1,444 | Closed | – | |||
| $0 | 0% | 0 -4,336 | Closed | – | |||
| $0 | 0% | 0 -24,000 | Closed | – | |||
| $0 | 0% | 0 -10,494 | Closed | – | |||
| $0 | 0% | 0 -215,750 | Closed | – | |||
| $0 | 0% | 0 -11,163 | Closed | – | |||
| $0 | 0% | 0 -7,258 | Closed | – | |||
| $0 | 0% | 0 -20,000 | Closed | – | |||
| $0 | 0% | 0 -2,999 | Closed | – | |||
| $0 | 0% | 0 -1,553 | Closed | – | |||
| $0 | 0% | 0 -1,994 | Closed | – | |||
| $0 | 0% | 0 -3,035 | Closed | – | |||
| $0 | 0% | 0 -16,560 | Closed | – | |||
| $0 | 0% | 0 -1,479 | Closed | – | |||
| $0 | 0% | 0 -455 | Closed | – | |||
| $0 | 0% | 0 -68,512 | Closed | – | |||
| $0 | 0% | 0 -28,458 | Closed | – | |||
| $0 | 0% | 0 -3,191 | Closed | – | |||
| $0 | 0% | 0 -24,456 | Closed | – | |||
| $0 | 0% | 0 -10,393 | Closed | – | |||
| $0 | 0% | 0 -11,084 | Closed | – | |||
| $0 | 0% | 0 -10,065 | Closed | – |
