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
$239M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.29M
3
+$2.23M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.23M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.13M

Top Sells

1
+$4.92M
2
+$1.05M
3
+$1.04M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$723K
5
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$716K

Sector Composition

1 Financials 16.83%
2 Technology 13.1%
3 Healthcare 5.56%
4 Energy 4.24%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 0.78%
28,127
-597
27
$1.83M 0.77%
17,572
+3,101
28
$1.81M 0.76%
42,695
+90
29
$1.79M 0.75%
41,766
+91
30
$1.74M 0.73%
8,206
-1,858
31
$1.73M 0.73%
38,373
-7,837
32
$1.73M 0.72%
62,210
+13,750
33
$1.72M 0.72%
13,178
+97
34
$1.65M 0.69%
+20,117
35
$1.63M 0.68%
61,203
+827
36
$1.51M 0.63%
65,470
+15,234
37
$1.47M 0.62%
4,987
+171
38
$1.46M 0.61%
3,895
-185
39
$1.44M 0.6%
8,854
+375
40
$1.4M 0.59%
27,732
-1,583
41
$1.39M 0.58%
13,967
+483
42
$1.35M 0.57%
34,253
-444
43
$1.35M 0.56%
52,600
+22,496
44
$1.31M 0.55%
2,781
+125
45
$1.22M 0.51%
5,419
-163
46
$1.21M 0.51%
5,827
+3,839
47
$1.2M 0.5%
39,041
+16,705
48
$1.17M 0.49%
10,946
+171
49
$1.17M 0.49%
31,328
+1,050
50
$1.11M 0.47%
3,065
-1,244
1
2
3 4 5