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
$239M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.29M
3
+$2.23M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.23M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.13M

Top Sells

1
+$4.92M
2
+$1.05M
3
+$1.04M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$723K
5
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$716K

Sector Composition

1 Financials 16.83%
2 Technology 13.1%
3 Healthcare 5.56%
4 Energy 4.24%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.46%
21,660
+9,265
52
$1.08M 0.45%
11,562
+267
53
$1.08M 0.45%
21,442
-13,482
54
$1.07M 0.45%
53,657
-3,800
55
$1.06M 0.44%
52,401
+1,434
56
$1.05M 0.44%
7,083
+1,076
57
$1.04M 0.43%
16,170
+60
58
$1.04M 0.43%
19,842
+1,037
59
$996K 0.42%
32,000
-23,000
60
$991K 0.41%
+6,085
61
$975K 0.41%
10,772
+1,200
62
$933K 0.39%
2,422
-107
63
$882K 0.37%
2,146
+407
64
$866K 0.36%
21,233
+10,154
65
$858K 0.36%
+4,068
66
$848K 0.35%
2,637
-473
67
$830K 0.35%
29,809
+12,705
68
$824K 0.34%
5,168
+364
69
$819K 0.34%
8,307
-787
70
$815K 0.34%
4,469
+888
71
$793K 0.33%
4,151
+2,537
72
$790K 0.33%
6,190
+4,296
73
$776K 0.32%
8,019
-321
74
$771K 0.32%
3,974
+203
75
$766K 0.32%
2,217
+32
1 2
3
4 5