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
$109M
AUM Growth
-$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.64M
3
+$1.58M
4
NUGT icon
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
+$1.55M
5
BILI icon
Bilibili
BILI
+$1.23M

Top Sells

1
+$4.58M
2
+$2.97M
3
+$2.52M
4
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$1.23M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$919K

Sector Composition

1 Financials 24.47%
2 Technology 13.76%
3 Communication Services 6.77%
4 Energy 6.3%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$959K 0.88%
4,869
+686
27
$868K 0.79%
+21,289
28
$863K 0.79%
247,856
+5,875
29
$815K 0.74%
6,381
+3,557
30
$807K 0.74%
18,932
+1,659
31
$802K 0.73%
2,857
32
$781K 0.71%
24,777
+14,595
33
$770K 0.7%
9,361
+5,605
34
$760K 0.69%
7,598
+184
35
$751K 0.69%
2,705
+221
36
$716K 0.65%
7,875
+4,333
37
$706K 0.64%
2,597
-25
38
$700K 0.64%
7,286
-1,532
39
$696K 0.64%
6,786
+317
40
$683K 0.62%
23,358
+12,912
41
$669K 0.61%
11,373
-7,253
42
$642K 0.59%
+12,300
43
$632K 0.58%
7,635
-5,446
44
$625K 0.57%
12,314
+1,294
45
$611K 0.56%
+9,668
46
$607K 0.55%
5,730
+34
47
$596K 0.54%
11,660
48
$578K 0.53%
1,525
-2
49
$568K 0.52%
6,923
-107
50
$561K 0.51%
3,399
+254
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2
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