DWM

Drive Wealth Management Portfolio holdings

AUM $512M
1-Year Est. Return 23.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$5.7M
3
+$5.38M
4
EVTR icon
Eaton Vance Total Return Bond ETF
EVTR
+$4.41M
5
CLOA icon
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
+$3.11M

Top Sells

1
+$8.08M
2
+$5.15M
3
+$4.13M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$3.95M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$2.87M

Sector Composition

1 Technology 17.51%
2 Communication Services 8.27%
3 Financials 7.8%
4 Consumer Discretionary 5.29%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XSOE icon
51
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.01B
$1.93M 0.38%
49,588
+3,896
PXH icon
52
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.98B
$1.93M 0.38%
74,610
+5,855
ABT icon
53
Abbott
ABT
$202B
$1.9M 0.37%
15,176
-1,352
DGRO icon
54
iShares Core Dividend Growth ETF
DGRO
$38.7B
$1.83M 0.36%
26,415
-829
IBDS icon
55
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.73B
$1.81M 0.35%
74,506
-7,210
COST icon
56
Costco
COST
$449B
$1.77M 0.35%
2,056
-194
IBTG icon
57
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.35B
$1.68M 0.33%
73,629
-5,647
CRWD icon
58
CrowdStrike
CRWD
$93.8B
$1.63M 0.32%
3,486
-140
CVX icon
59
Chevron
CVX
$370B
$1.63M 0.32%
10,693
-588
MCD icon
60
McDonald's
MCD
$243B
$1.61M 0.31%
5,262
-299
MA icon
61
Mastercard
MA
$461B
$1.6M 0.31%
2,812
+130
IBDW icon
62
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.27B
$1.58M 0.31%
74,733
-6,950
IBDV icon
63
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.96B
$1.55M 0.3%
70,147
-6,544
ABBV icon
64
AbbVie
ABBV
$410B
$1.53M 0.3%
6,688
+200
TSM icon
65
TSMC
TSM
$1.94T
$1.52M 0.3%
4,997
+33
DE icon
66
Deere & Co
DE
$171B
$1.5M 0.29%
3,218
-225
PLTR icon
67
Palantir
PLTR
$328B
$1.49M 0.29%
8,388
+1,990
IBDU icon
68
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.66B
$1.48M 0.29%
63,446
-5,679
IBDT icon
69
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.78B
$1.45M 0.28%
57,113
-5,173
MU icon
70
Micron Technology
MU
$464B
$1.44M 0.28%
5,059
+921
ORCL icon
71
Oracle
ORCL
$418B
$1.41M 0.28%
7,246
+812
UNP icon
72
Union Pacific
UNP
$157B
$1.41M 0.27%
6,086
-337
NFLX icon
73
Netflix
NFLX
$406B
$1.38M 0.27%
14,752
-538
NEM icon
74
Newmont
NEM
$141B
$1.37M 0.27%
13,704
+1,745
CSCO icon
75
Cisco
CSCO
$314B
$1.34M 0.26%
17,435
+934
1 2
3
4 5