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
$119M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$3.46M
3
+$2.97M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$2.52M
5
XOM icon
Exxon Mobil
XOM
+$1.71M

Top Sells

1
+$7.21M
2
+$3.15M
3
+$3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.12M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.81M

Sector Composition

1 Financials 25.22%
2 Technology 12.69%
3 Energy 6.45%
4 Healthcare 6.4%
5 Communication Services 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.92%
13,081
+2,002
27
$1.04M 0.87%
2,857
+299
28
$963K 0.81%
17,273
+2,443
29
$956K 0.81%
1,875
+469
30
$928K 0.78%
4,183
+1,604
31
$919K 0.77%
11,792
+2,099
32
$885K 0.75%
+2,622
33
$884K 0.75%
6,441
+3,700
34
$879K 0.74%
4,102
+901
35
$874K 0.74%
8,818
+1,563
36
$871K 0.73%
6,469
+3,883
37
$862K 0.73%
6,200
-120
38
$838K 0.71%
2,484
+594
39
$782K 0.66%
6,763
+2,458
40
$711K 0.6%
6,376
+691
41
$705K 0.59%
23,220
-3,104
42
$705K 0.59%
7,414
+1,707
43
$693K 0.58%
+1,527
44
$668K 0.56%
3,145
+869
45
$660K 0.56%
11,660
46
$633K 0.53%
13,063
+1,560
47
$632K 0.53%
3,880
+168
48
$610K 0.51%
5,696
+51
49
$607K 0.51%
7,030
-890
50
$605K 0.51%
45,824
+1,335
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