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
$357M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.99M
3
+$2.14M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.79M

Top Sells

1
+$1.29M
2
+$1.04M
3
+$722K
4
CNC icon
Centene
CNC
+$593K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$546K

Sector Composition

1 Technology 15.41%
2 Financials 14.49%
3 Healthcare 4.48%
4 Consumer Discretionary 3.62%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 0.67%
69,215
+11,452
27
$2.18M 0.61%
38,374
+6,314
28
$2.17M 0.61%
25,644
+1,676
29
$2.08M 0.58%
17,852
+380
30
$1.98M 0.55%
9,865
-859
31
$1.96M 0.55%
38,644
+1,284
32
$1.94M 0.54%
99,476
+34,453
33
$1.92M 0.54%
3,877
+830
34
$1.91M 0.53%
3,972
-51
35
$1.86M 0.52%
14,635
+72
36
$1.72M 0.48%
53,470
+8,751
37
$1.7M 0.48%
2,180
+55
38
$1.61M 0.45%
+69,257
39
$1.59M 0.45%
23,151
+3,156
40
$1.57M 0.44%
11,464
-1,064
41
$1.54M 0.43%
20,105
-600
42
$1.52M 0.43%
9,625
+414
43
$1.5M 0.42%
+128,593
44
$1.49M 0.42%
11,210
-900
45
$1.44M 0.4%
29,055
-26,006
46
$1.44M 0.4%
3,754
-329
47
$1.44M 0.4%
34,517
+12,286
48
$1.4M 0.39%
24,530
-8,739
49
$1.36M 0.38%
50,448
+8,656
50
$1.34M 0.37%
23,040
+4,373
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