DWM

Drive Wealth Management Portfolio holdings

AUM $474M
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$472M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$5.93M
3
+$4.43M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.09M
5
CDX icon
Simplify High Yield ETF
CDX
+$3.09M

Top Sells

1
+$7.55M
2
+$7.53M
3
+$3.04M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.58M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.52M

Sector Composition

1 Technology 17.18%
2 Financials 7.04%
3 Communication Services 5.65%
4 Consumer Discretionary 5.17%
5 Healthcare 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.93M 0.83%
161,858
-1,240
27
$3.73M 0.79%
33,048
+40
28
$3.25M 0.69%
79,042
+4,391
29
$3.11M 0.66%
+121,590
30
$3.08M 0.65%
+134,300
31
$3.02M 0.64%
9,589
+280
32
$2.98M 0.63%
8,720
-125
33
$2.96M 0.63%
+58,503
34
$2.93M 0.62%
44,029
+2,626
35
$2.91M 0.62%
28,207
+234
36
$2.87M 0.61%
+76,021
37
$2.81M 0.59%
5,881
-3
38
$2.49M 0.53%
106,629
-1,024
39
$2.46M 0.52%
59,959
+2,685
40
$2.41M 0.51%
23,363
41
$2.36M 0.5%
3,847
+66
42
$2.35M 0.5%
64,851
-1,025
43
$2.32M 0.49%
+50,021
44
$2.21M 0.47%
16,528
-269
45
$2.15M 0.46%
1,846
+6
46
$2.14M 0.45%
48,963
-1,041
47
$2.08M 0.44%
2,250
-26
48
$1.99M 0.42%
81,716
-435
49
$1.94M 0.41%
2,539
-239
50
$1.85M 0.39%
27,244
-5,591
1
2
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