DWM

Drive Wealth Management Portfolio holdings

AUM $472M
1-Year Est. Return 23.97%
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.66M
3
+$6.93M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.31M
5
AMC icon
AMC Entertainment Holdings
AMC
+$3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.4%
2 Technology 12.97%
3 Industrials 8.76%
4 Consumer Discretionary 7.54%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$913K 0.8%
+12,613
27
$903K 0.79%
+26,324
28
$900K 0.79%
+3,201
29
$865K 0.76%
+2,083
30
$848K 0.75%
+6,024
31
$836K 0.74%
+10,766
32
$812K 0.71%
+4,305
33
$783K 0.69%
+1,890
34
$783K 0.69%
+9,693
35
$751K 0.66%
+4,742
36
$740K 0.65%
+11,864
37
$706K 0.62%
+1,406
38
$694K 0.61%
+44,489
39
$677K 0.6%
+11,660
40
$660K 0.58%
+40,974
41
$624K 0.55%
+7,255
42
$610K 0.54%
+5,135
43
$605K 0.53%
+1,703
44
$589K 0.52%
+5,685
45
$578K 0.51%
+2,276
46
$574K 0.5%
+7,920
47
$570K 0.5%
+2,204
48
$566K 0.5%
+16,791
49
$562K 0.49%
+4,896
50
$561K 0.49%
+2,322
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