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
$105M
AUM Growth
-$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.15M
3
+$972K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$956K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$854K

Top Sells

1
+$2.18M
2
+$1.55M
3
+$1.47M
4
BILI icon
Bilibili
BILI
+$1.23M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$669K

Sector Composition

1 Financials 23.74%
2 Technology 13.09%
3 Healthcare 6.99%
4 Energy 6.88%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$821K 0.78%
2,985
-1,584
27
$814K 0.77%
2,950
-1,073
28
$804K 0.76%
39,081
+21,750
29
$782K 0.74%
4,404
-465
30
$773K 0.73%
11,201
+1,840
31
$770K 0.73%
19,261
+329
32
$718K 0.68%
26,258
+2,900
33
$717K 0.68%
20,563
+11,709
34
$697K 0.66%
9,700
+32
35
$684K 0.65%
15,633
+9,050
36
$681K 0.65%
6,245
+515
37
$674K 0.64%
10,457
+37
38
$673K 0.64%
2,538
+879
39
$635K 0.6%
4,419
+628
40
$627K 0.6%
2,343
-514
41
$622K 0.59%
2,418
-287
42
$614K 0.58%
30,575
+18,669
43
$600K 0.57%
7,435
+512
44
$596K 0.57%
11,660
45
$576K 0.55%
7,036
-250
46
$570K 0.54%
14,165
+364
47
$566K 0.54%
1,578
+53
48
$565K 0.54%
70,000
+46,500
49
$555K 0.53%
6,648
-138
50
$537K 0.51%
+100
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2
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