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 -6,108 | Closed | – | |||
| $0 | 0% | 0 -4,250 | Closed | – | |||
| $0 | 0% | 0 -6,701 | Closed | – | |||
| $0 | 0% | 0 -11,657 | Closed | – | |||
| $0 | 0% | 0 -316 | Closed | – | |||
| $0 | 0% | 0 -15,183 | Closed | – | |||
| $0 | 0% | 0 -9,054 | Closed | – | |||
| $0 | 0% | 0 -11,114 | Closed | – | |||
| $0 | 0% | 0 -1,769 | Closed | – | |||
| $0 | 0% | 0 -340 | Closed | – | |||
| $0 | 0% | 0 -866 | Closed | – | |||
| $0 | 0% | 0 -7,913 | Closed | – | |||
| $0 | 0% | 0 -2,221 | Closed | – | |||
| $0 | 0% | 0 -33,402 | Closed | – | |||
| $0 | 0% | 0 -1,719 | Closed | – | |||
| $0 | 0% | 0 -8,495 | Closed | – | |||
| $0 | 0% | 0 -24,768 | Closed | – | |||
| $0 | 0% | 0 -10,928 | Closed | – | |||
| $0 | 0% | 0 -3,849 | Closed | – | |||
| $0 | 0% | 0 -25,689 | Closed | – |
