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
$105M
AUM Growth
-$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.15M
3
+$972K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$956K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$854K

Top Sells

1
+$2.18M
2
+$1.55M
3
+$1.47M
4
BILI icon
Bilibili
BILI
+$1.23M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$669K

Sector Composition

1 Financials 23.74%
2 Technology 13.09%
3 Healthcare 6.99%
4 Energy 6.88%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$536K 0.51%
2,278
+656
52
$532K 0.51%
8,662
+428
53
$495K 0.47%
5,867
-1,731
54
$487K 0.46%
3,150
+435
55
$484K 0.46%
3,603
+334
56
$483K 0.46%
+12,995
57
$481K 0.46%
2,918
+1,256
58
$480K 0.46%
10,425
59
$477K 0.45%
2,202
+238
60
$476K 0.45%
15,765
+2,473
61
$467K 0.44%
5,750
-1,885
62
$454K 0.43%
9,110
+798
63
$452K 0.43%
7,348
+942
64
$452K 0.43%
42,389
-2,441
65
$449K 0.43%
+2,551
66
$443K 0.42%
12,100
-320
67
$443K 0.42%
2,361
-57
68
$442K 0.42%
3,504
+1,041
69
$431K 0.41%
5,011
+129
70
$430K 0.41%
4,327
+59
71
$427K 0.41%
6,013
-737
72
$425K 0.4%
2,630
+293
73
$425K 0.4%
4,503
+1,528
74
$424K 0.4%
1,529
-238
75
$421K 0.4%
2,925
-474
1 2
3
4 5