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
$426M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.04M
3
+$4.02M
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$3.25M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.56M

Top Sells

1
+$8.78M
2
+$7.61M
3
+$2.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M
5
PCT icon
PureCycle Technologies
PCT
+$1.83M

Sector Composition

1 Technology 14.87%
2 Financials 11.82%
3 Consumer Discretionary 4.43%
4 Communication Services 4.18%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 0.81%
12,497
+700
27
$3.12M 0.73%
20,001
+2,003
28
$3.05M 0.72%
8,701
+3,619
29
$2.59M 0.61%
72,678
-4,912
30
$2.58M 0.61%
32,667
+1,855
31
$2.57M 0.6%
8,246
-62
32
$2.56M 0.6%
+109,576
33
$2.5M 0.59%
28,356
+11,497
34
$2.46M 0.58%
122,861
+22,480
35
$2.44M 0.57%
14,566
+682
36
$2.4M 0.56%
2,543
+1,213
37
$2.37M 0.56%
402,857
+94,940
38
$2.36M 0.55%
40,507
-2,826
39
$2.24M 0.53%
9,134
-202
40
$2.19M 0.51%
16,485
+9,913
41
$2.11M 0.5%
4,034
+966
42
$2.04M 0.48%
2,471
-24
43
$2.03M 0.48%
+83,931
44
$2.02M 0.47%
+65,474
45
$1.99M 0.47%
6,020
+3,168
46
$1.97M 0.46%
159,617
+33,133
47
$1.95M 0.46%
3,797
-596
48
$1.89M 0.44%
56,127
-4,155
49
$1.87M 0.44%
+49,878
50
$1.86M 0.44%
11,129
+4,848
1
2
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