DWM

Drive Wealth Management Portfolio holdings

AUM $512M
1-Year Est. Return 23.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$3.78M
3
+$2.53M
4
UNH icon
UnitedHealth
UNH
+$1.63M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.56M

Top Sells

1
+$2.8M
2
+$2.44M
3
+$1.95M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.89M
5
FSK icon
FS KKR Capital
FSK
+$1.63M

Sector Composition

1 Technology 16.01%
2 Financials 15.06%
3 Healthcare 5.08%
4 Consumer Discretionary 3.97%
5 Energy 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-15,451
327
– –
-2,620
328
– –
-14,117
329
– –
-10,430
10 11 12 13
14