DWM
Drive Wealth Management Portfolio holdings
AUM
$512M
1-Year Est. Return
23.33%
This Fund
S&P 500
1 Year Est. Return
+23.33%
AUM
$512M
AUM Growth
+$40.7M
(+8.6%)
Holding
431
Top Buys
| 1 | +$14.1M | |
| 2 | +$5.7M | |
| 3 | +$5.38M | |
| 4 |
Eaton Vance Total Return Bond ETF
EVTR
|
+$4.41M |
| 5 |
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
|
+$3.11M |
Top Sells
| 1 | +$8.08M | |
| 2 | +$5.15M | |
| 3 | +$4.13M | |
| 4 |
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$3.95M |
| 5 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.87M |
Sector Composition
| 1 | Technology | 17.51% |
| 2 | Communication Services | 8.27% |
| 3 | Financials | 7.8% |
| 4 | Consumer Discretionary | 5.29% |
| 5 | Healthcare | 4.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Tencent Music
TME
$22.5B
| – | – |
-9,302
|
|
||
427
Tractor Supply
TSCO
$27.4B
| – | – |
-3,712
|
|
||
428
TechTarget
TTGT
$253M
| – | – |
-14,791
|
|
||
|
429
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.5B
| – | – |
-76,021
|
|
||
430
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$63.9B
| – | – |
-61,202
|
|
||
431
Willis Lease Finance
WLFC
$1.39B
| – | – |
-1,529
|
|