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
$274M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4M
3
+$2.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.73M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.5M

Top Sells

1
+$3.5M
2
+$1.57M
3
+$1.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.38M
5
UNH icon
UnitedHealth
UNH
+$1.35M

Sector Composition

1 Financials 15.86%
2 Technology 14.77%
3 Energy 4.24%
4 Healthcare 4.22%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.8%
37,070
-9,794
27
$2.18M 0.8%
18,556
-145
28
$2.18M 0.8%
57,441
+16,804
29
$2.15M 0.78%
46,115
-17,137
30
$1.99M 0.73%
24,602
+7,052
31
$1.96M 0.72%
21,383
-3,380
32
$1.82M 0.66%
6,059
-12
33
$1.73M 0.63%
14,406
+161
34
$1.71M 0.62%
11,797
-1,015
35
$1.71M 0.62%
55,112
-12,157
36
$1.71M 0.62%
6,824
+401
37
$1.7M 0.62%
17,975
+4,740
38
$1.61M 0.59%
4,094
+199
39
$1.56M 0.57%
20,705
-5,600
40
$1.53M 0.56%
20,200
+6,782
41
$1.53M 0.56%
50,993
+2,890
42
$1.47M 0.54%
+82,231
43
$1.4M 0.51%
20,314
-5,334
44
$1.4M 0.51%
8,326
+580
45
$1.38M 0.5%
28,282
+1,582
46
$1.34M 0.49%
31,995
+9,081
47
$1.28M 0.47%
19,679
-5,575
48
$1.21M 0.44%
4,009
+166
49
$1.21M 0.44%
5,257
-170
50
$1.2M 0.44%
14,420
-1,530
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2
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