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
326
$212K 0.04%
+4,700
327
$211K 0.04%
+3,712
328
$210K 0.04%
566
-220
329
$210K 0.04%
+1,529
330
$209K 0.04%
727
-11
331
$209K 0.04%
766
+3
332
$208K 0.04%
3,301
-1,352
333
$207K 0.04%
+2,457
334
$205K 0.04%
+624
335
$205K 0.04%
3,060
-414
336
$204K 0.04%
+409
337
$203K 0.04%
12,658
+89
338
$202K 0.04%
33,724
+14,423
339
$202K 0.04%
+316
340
$201K 0.04%
+218
341
$193K 0.04%
+21,706
342
$187K 0.04%
+10,221
343
$185K 0.04%
40,773
-292
344
$184K 0.04%
13,142
-40
345
$171K 0.04%
18,884
-408
346
$166K 0.04%
14,968
+179
347
$157K 0.03%
22,960
+1,160
348
$149K 0.03%
29,420
+425
349
$122K 0.03%
13,611
-977
350
$96.9K 0.02%
10,808
-63,709
12 13
14
15 16