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
$310M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.92M
3
+$2.71M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.7M
5
UNH icon
UnitedHealth
UNH
+$1.6M

Top Sells

1
+$2.8M
2
+$2.62M
3
+$1.97M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.96M
5
FSK icon
FS KKR Capital
FSK
+$1.71M

Sector Composition

1 Technology 16.01%
2 Financials 15.06%
3 Healthcare 5.08%
4 Consumer Discretionary 3.97%
5 Energy 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.67%
49,724
+17,729
27
$1.92M 0.62%
23,428
-1,174
28
$1.91M 0.62%
37,360
+15,913
29
$1.9M 0.61%
57,763
+6,770
30
$1.85M 0.6%
23,968
+3,320
31
$1.82M 0.59%
10,724
-1,073
32
$1.82M 0.59%
39,005
-21,849
33
$1.77M 0.57%
7,130
+306
34
$1.76M 0.57%
4,023
-71
35
$1.75M 0.56%
17,472
-1,084
36
$1.73M 0.56%
32,060
+3,778
37
$1.72M 0.56%
33,269
-12,846
38
$1.69M 0.55%
14,563
+157
39
$1.6M 0.52%
+3,047
40
$1.59M 0.51%
20,705
41
$1.54M 0.5%
15,948
-5,435
42
$1.51M 0.49%
23,211
-13,859
43
$1.44M 0.47%
+9,211
44
$1.41M 0.46%
4,083
+74
45
$1.41M 0.46%
44,719
+4,906
46
$1.35M 0.44%
12,110
-2,310
47
$1.33M 0.43%
19,995
+5,850
48
$1.31M 0.42%
12,528
+401
49
$1.3M 0.42%
5,006
-251
50
$1.24M 0.4%
65,023
-17,208
1
2
3 4 5