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
$274M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4M
3
+$2.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.73M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.5M

Top Sells

1
+$3.5M
2
+$1.57M
3
+$1.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.38M
5
UNH icon
UnitedHealth
UNH
+$1.35M

Sector Composition

1 Financials 15.86%
2 Technology 14.77%
3 Energy 4.24%
4 Healthcare 4.22%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.43%
+39,813
52
$1.16M 0.42%
11,153
+47
53
$1.15M 0.42%
2,253
-110
54
$1.15M 0.42%
7,864
+290
55
$1.11M 0.41%
2,811
-217
56
$1.09M 0.4%
2,028
+164
57
$1.06M 0.39%
12,127
+205
58
$1.03M 0.38%
21,447
+14,629
59
$996K 0.36%
24,372
-10,896
60
$985K 0.36%
20,604
-4,230
61
$968K 0.35%
18,015
-1,650
62
$962K 0.35%
19,173
-3,374
63
$914K 0.33%
+20,648
64
$906K 0.33%
2,526
-9
65
$887K 0.32%
45,458
-15,451
66
$886K 0.32%
9,743
+491
67
$875K 0.32%
14,145
+5,224
68
$874K 0.32%
+37,676
69
$837K 0.31%
19,234
+1,060
70
$836K 0.31%
31,329
-2,754
71
$823K 0.3%
1,919
+45
72
$823K 0.3%
15,435
+1,632
73
$813K 0.3%
24,523
+2,019
74
$810K 0.3%
35,872
-9,420
75
$807K 0.29%
5,411
+1,220
1 2
3
4 5