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
$200M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.67M
3
+$5.91M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.79M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.71M

Top Sells

1
+$1.41M
2
+$1.02M
3
+$697K
4
PCT icon
PureCycle Technologies
PCT
+$565K
5
BOIL icon
ProShares Ultra Bloomberg Natural Gas
BOIL
+$537K

Sector Composition

1 Financials 19.2%
2 Technology 11%
3 Healthcare 6.01%
4 Energy 5.19%
5 Communication Services 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$896K 0.45%
18,805
-456
52
$864K 0.43%
2,248
+670
53
$851K 0.43%
2,529
-456
54
$847K 0.42%
11,295
+94
55
$828K 0.41%
3,110
+767
56
$793K 0.4%
+9,572
57
$792K 0.4%
+8,340
58
$776K 0.39%
4,804
+1,201
59
$761K 0.38%
+41,461
60
$752K 0.38%
+10,128
61
$745K 0.37%
22,510
+6,745
62
$740K 0.37%
+15,063
63
$736K 0.37%
7,294
+258
64
$736K 0.37%
10,878
+1,768
65
$725K 0.36%
22,040
+13,015
66
$724K 0.36%
+30,104
67
$723K 0.36%
+26,000
68
$719K 0.36%
+22,595
69
$708K 0.35%
+48,460
70
$701K 0.35%
38,063
+22,125
71
$686K 0.34%
+2,000
72
$669K 0.33%
3,788
+1,335
73
$668K 0.33%
+1,739
74
$663K 0.33%
1,203
+773
75
$656K 0.33%
3,771
+1,141
1 2
3
4 5