DWM

Drive Wealth Management Portfolio holdings

AUM $512M
1-Year Est. Return 23.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.28M
3
+$985K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$901K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$871K

Top Sells

1
+$15.3M
2
+$3.49M
3
+$1.29M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$669K

Sector Composition

1 Technology 16.31%
2 Financials 7.32%
3 Communication Services 5.05%
4 Consumer Discretionary 4.66%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.59M 0.79%
20,261
+260
27
$3.56M 0.78%
33,008
+936
28
$3.51M 0.77%
43,473
+10,806
29
$3.14M 0.69%
8,845
+144
30
$3.04M 0.67%
142,151
+113,078
31
$2.96M 0.65%
74,651
+1,973
32
$2.91M 0.64%
23,363
33
$2.74M 0.6%
27,973
-383
34
$2.7M 0.59%
9,309
+175
35
$2.65M 0.58%
41,403
+896
36
$2.61M 0.57%
442,646
+39,789
37
$2.61M 0.57%
136,010
+13,149
38
$2.51M 0.55%
107,653
-1,923
39
$2.34M 0.51%
7,845
-401
40
$2.28M 0.5%
16,797
+312
41
$2.28M 0.5%
5,884
-136
42
$2.25M 0.49%
2,276
-267
43
$2.2M 0.48%
176,966
+17,349
44
$2.18M 0.48%
57,274
+1,147
45
$2.17M 0.48%
65,876
+402
46
$2.17M 0.47%
2,778
+307
47
$2.15M 0.47%
3,781
-16
48
$2.14M 0.47%
16,010
+730
49
$2.1M 0.46%
32,835
+3,799
50
$2.04M 0.45%
25,516
-125
1
2
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