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
$200M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.67M
3
+$5.91M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.79M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.71M

Top Sells

1
+$1.41M
2
+$1.02M
3
+$697K
4
PCT icon
PureCycle Technologies
PCT
+$565K
5
BOIL icon
ProShares Ultra Bloomberg Natural Gas
BOIL
+$537K

Sector Composition

1 Financials 19.2%
2 Technology 11%
3 Healthcare 6.01%
4 Energy 5.19%
5 Communication Services 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.78%
60,376
-54,645
27
$1.52M 0.76%
8,479
+4,060
28
$1.52M 0.76%
4,816
+1,866
29
$1.5M 0.75%
4,309
+544
30
$1.48M 0.74%
69,963
+30,882
31
$1.45M 0.72%
+29,315
32
$1.43M 0.72%
+4,080
33
$1.41M 0.7%
2,656
+343
34
$1.32M 0.66%
34,697
+14,134
35
$1.28M 0.64%
14,471
+3,456
36
$1.25M 0.62%
30,278
+16,113
37
$1.22M 0.61%
50,967
+554
38
$1.21M 0.61%
10,064
+1,407
39
$1.2M 0.6%
10,775
+6,952
40
$1.16M 0.58%
5,582
+1,178
41
$1.12M 0.56%
+57,457
42
$1.1M 0.55%
10,062
+743
43
$1.1M 0.55%
50,236
+19,661
44
$1.05M 0.52%
+62,370
45
$1.04M 0.52%
22,651
+12
46
$1.04M 0.52%
+30,250
47
$939K 0.47%
6,620
+375
48
$932K 0.47%
9,094
+3,227
49
$910K 0.46%
6,007
+2,503
50
$901K 0.45%
+16,110
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2
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