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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.66M
3
+$6.93M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.31M
5
AMC icon
AMC Entertainment Holdings
AMC
+$3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.4%
2 Technology 12.97%
3 Industrials 8.76%
4 Consumer Discretionary 7.54%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$559K 0.49%
+2,579
52
$555K 0.49%
+40,845
53
$552K 0.49%
+11,503
54
$549K 0.48%
+5,707
55
$540K 0.47%
+3,103
56
$518K 0.46%
+30,273
57
$517K 0.45%
+6,230
58
$514K 0.45%
+5,509
59
$510K 0.45%
+6,894
60
$498K 0.44%
+4,203
61
$486K 0.43%
+27,091
62
$485K 0.43%
+747
63
$479K 0.42%
+3,044
64
$473K 0.42%
+10,637
65
$468K 0.41%
+3,585
66
$466K 0.41%
+4,489
67
$464K 0.41%
+2,715
68
$456K 0.4%
+2,831
69
$448K 0.39%
+4,076
70
$441K 0.39%
+1,251
71
$440K 0.39%
+731
72
$439K 0.39%
+4,026
73
$436K 0.38%
+3,712
74
$436K 0.38%
+4,725
75
$431K 0.38%
+2,586
1 2
3
4 5