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
$109M
AUM Growth
-$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.64M
3
+$1.58M
4
NUGT icon
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
+$1.55M
5
BILI icon
Bilibili
BILI
+$1.23M

Top Sells

1
+$4.58M
2
+$2.97M
3
+$2.52M
4
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$1.23M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$919K

Sector Composition

1 Financials 24.47%
2 Technology 13.76%
3 Communication Services 6.77%
4 Energy 6.3%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$549K 0.5%
3,791
-89
52
$541K 0.49%
13,801
+738
53
$531K 0.49%
+12,420
54
$529K 0.48%
44,830
-994
55
$523K 0.48%
6,750
+968
56
$519K 0.47%
41,439
+257
57
$512K 0.47%
+8,234
58
$506K 0.46%
2,088
+22
59
$501K 0.46%
3,269
+315
60
$500K 0.46%
1,052
+158
61
$490K 0.45%
10,420
+5
62
$466K 0.43%
1,767
+263
63
$463K 0.42%
8,312
+206
64
$463K 0.42%
+13,814
65
$461K 0.42%
10,425
+2,006
66
$457K 0.42%
2,715
67
$456K 0.42%
11,889
+599
68
$454K 0.41%
11,571
-541
69
$447K 0.41%
+7,023
70
$438K 0.4%
1,964
+1,154
71
$438K 0.4%
4,069
+262
72
$436K 0.4%
42,694
+396
73
$427K 0.39%
2,337
+1,401
74
$422K 0.39%
2,418
-55
75
$419K 0.38%
+5,970
1 2
3
4 5