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
$371M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.2M
3
+$1.11M
4
XOM icon
Exxon Mobil
XOM
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$860K

Top Sells

1
+$3.07M
2
+$1.54M
3
+$870K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$789K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$788K

Sector Composition

1 Technology 16.72%
2 Financials 13.71%
3 Healthcare 4.69%
4 Consumer Discretionary 4.01%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 0.69%
76,125
+6,910
27
$2.52M 0.68%
8,321
-38
28
$2.36M 0.64%
42,255
+3,881
29
$2.2M 0.59%
+21,872
30
$2.08M 0.56%
4,087
+210
31
$2.03M 0.55%
2,242
+62
32
$2M 0.54%
9,871
+6
33
$1.98M 0.53%
3,950
-22
34
$1.97M 0.53%
58,776
+5,306
35
$1.87M 0.51%
37,366
-1,278
36
$1.86M 0.5%
166,503
+37,910
37
$1.84M 0.5%
11,440
+230
38
$1.72M 0.46%
25,069
+1,918
39
$1.72M 0.46%
9,841
-1,623
40
$1.71M 0.46%
14,980
+345
41
$1.7M 0.46%
26,368
+724
42
$1.62M 0.44%
39,538
+5,021
43
$1.5M 0.4%
26,024
+2,984
44
$1.48M 0.4%
4,067
+162
45
$1.47M 0.4%
7,419
+1,193
46
$1.46M 0.39%
55,496
+5,048
47
$1.45M 0.39%
9,913
+288
48
$1.45M 0.39%
71,401
-28,075
49
$1.4M 0.38%
28,737
+2,611
50
$1.38M 0.37%
44,956
+3,373
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