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DWM

Drive Wealth Management Portfolio holdings

AUM $474M
1-Year Est. Return 23.44%
This Fund
S&P 500
This Quarter Est. Return
-0.19%
1 Year Est. Return
+23.44%
3 Year Est. Return
+72.6%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$474M
AUM Growth
-$38.5M
Cap. Flow
-$23.3M
Cap. Flow %
-4.93%
Top 10 Hldgs %
33.23%
Holding
417
New
37
Increased
176
Reduced
158
Closed
41

Top Buys

1
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$2.71M
2
EVTR icon
Eaton Vance Total Return Bond ETF
EVTR
+$1.34M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$806K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$601K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$584K

Top Sells

1
APP icon
Applovin
APP
+$10.9M
2
MSTR icon
Strategy Inc
MSTR
+$3.88M
3
CLOA icon
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
+$2.02M
4
PCT icon
PureCycle Technologies
PCT
+$1.85M
5
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$1.5M

Sector Composition

1 Technology 16.59%
2 Financials 7.86%
3 Communication Services 5.08%
4 Consumer Discretionary 4.8%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOSS icon
376
Gossamer Bio
GOSS
$67.9M
$5.76K ﹤0.01%
17,550
-3,770
-18% -$5.92K
ACGL icon
377
Arch Capital
ACGL
$34.7B
– –
-2,573
Closed -$247K
ADT icon
378
ADT
ADT
$5.01B
– –
-11,025
Closed -$89.6K
ANF icon
379
Abercrombie & Fitch
ANF
$4.32B
– –
-1,798
Closed -$226K
ASPN icon
380
Aspen Aerogels
ASPN
$427M
– –
-10,655
Closed -$30.2K
BDX icon
381
Becton Dickinson
BDX
$43B
– –
-1,294
Closed -$251K
BRBR icon
382
BellRing Brands
BRBR
$1.43B
– –
-9,496
Closed -$254K
BSV icon
383
Vanguard Short-Term Bond ETF
BSV
$44.7B
– –
-2,812
Closed -$222K
BSX icon
384
Boston Scientific
BSX
$64.5B
– –
-2,798
Closed -$267K
CHKP icon
385
Check Point Software Technologies
CHKP
$13.8B
– –
-1,435
Closed -$266K
COOK icon
386
Traeger
COOK
$191M
– –
-7,240
Closed -$391K
CRDO icon
387
Credo Technology Group
CRDO
$40.8B
– –
-1,622
Closed -$233K
CVNA icon
388
Carvana
CVNA
$50B
– –
-14,430
Closed -$1.22M
DHR icon
389
Danaher
DHR
$142B
– –
-1,734
Closed -$397K
ELV icon
390
Elevance Health
ELV
$84.7B
– –
-659
Closed -$231K
EXPE icon
391
Expedia Group
EXPE
$32.3B
– –
-970
Closed -$275K
FELG icon
392
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.61B
– –
-5,545
Closed -$231K
GOVT icon
393
iShares US Treasury Bond ETF
GOVT
$43.6B
– –
-13,356
Closed -$308K
HOOD icon
394
Robinhood
HOOD
$102B
– –
-2,416
Closed -$273K
IDXX icon
395
Idexx Laboratories
IDXX
$44.5B
– –
-325
Closed -$220K
IONQ icon
396
IonQ
IONQ
$13.8B
– –
-4,664
Closed -$209K
IT icon
397
Gartner
IT
$9.04B
– –
-1,107
Closed -$279K
JLL icon
398
Jones Lang LaSalle
JLL
$15.3B
– –
-666
Closed -$224K
KDP icon
399
Keurig Dr Pepper
KDP
$41.6B
– –
-8,384
Closed -$235K
MDT icon
400
Medtronic
MDT
$104B
– –
-2,128
Closed -$205K
13 14 15
16
17

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