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
$119M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$3.46M
3
+$2.97M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$2.52M
5
XOM icon
Exxon Mobil
XOM
+$1.71M

Top Sells

1
+$7.21M
2
+$3.15M
3
+$3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.12M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.81M

Sector Composition

1 Financials 25.22%
2 Technology 12.69%
3 Energy 6.45%
4 Healthcare 6.4%
5 Communication Services 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$605K 0.51%
+2,645
52
$567K 0.48%
+12,112
53
$561K 0.47%
11,020
+6,431
54
$553K 0.47%
41,182
+208
55
$537K 0.45%
1,434
+703
56
$525K 0.44%
1,461
+210
57
$521K 0.44%
12,647
+2,010
58
$520K 0.44%
10,446
-13,321
59
$520K 0.44%
+2,066
60
$518K 0.44%
11,290
+1,631
61
$504K 0.42%
+3,331
62
$504K 0.42%
4,896
63
$503K 0.42%
3,807
+917
64
$500K 0.42%
2,473
+269
65
$498K 0.42%
894
+147
66
$490K 0.41%
2,715
67
$479K 0.4%
42,298
+1,453
68
$479K 0.4%
2,954
+444
69
$476K 0.4%
1,744
+34
70
$470K 0.4%
+1,154
71
$467K 0.39%
3,542
+498
72
$455K 0.38%
8,419
-8,372
73
$454K 0.38%
8,106
+808
74
$449K 0.38%
7,153
+1,019
75
$447K 0.38%
3,585
1 2
3
4 5