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
$384M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.76M
3
+$1.75M
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$1.73M
5
ACP
abrdn Income Credit Strategies Fund
ACP
+$1.64M

Top Sells

1
+$6.65M
2
+$4.73M
3
+$2.82M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2M

Sector Composition

1 Technology 16.88%
2 Financials 13.63%
3 Healthcare 4.29%
4 Consumer Discretionary 4.29%
5 Communication Services 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.66%
42,801
+546
27
$2.34M 0.61%
29,127
+11,409
28
$2.23M 0.58%
4,204
+254
29
$2.19M 0.57%
8,389
+970
30
$2.11M 0.55%
59,571
+795
31
$2.05M 0.53%
2,310
+68
32
$2.04M 0.53%
9,685
-186
33
$2.02M 0.53%
11,698
+258
34
$1.77M 0.46%
4,716
+649
35
$1.73M 0.45%
9,926
+85
36
$1.73M 0.45%
+84,485
37
$1.71M 0.45%
2,933
-1,154
38
$1.71M 0.45%
27,339
+1,315
39
$1.69M 0.44%
32,970
-4,396
40
$1.66M 0.43%
81,416
-138,372
41
$1.64M 0.43%
+247,980
42
$1.63M 0.43%
10,081
+168
43
$1.63M 0.42%
24,252
-2,116
44
$1.63M 0.42%
15,455
+475
45
$1.62M 0.42%
49,183
+4,227
46
$1.56M 0.41%
3,857
+40
47
$1.55M 0.4%
56,079
+583
48
$1.53M 0.4%
69,878
-1,523
49
$1.52M 0.39%
29,080
+343
50
$1.38M 0.36%
7,969
+129
1
2
3 4 5