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
$310M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.92M
3
+$2.71M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.7M
5
UNH icon
UnitedHealth
UNH
+$1.6M

Top Sells

1
+$2.8M
2
+$2.62M
3
+$1.97M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.96M
5
FSK icon
FS KKR Capital
FSK
+$1.71M

Sector Composition

1 Technology 16.01%
2 Financials 15.06%
3 Healthcare 5.08%
4 Consumer Discretionary 3.97%
5 Energy 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.4%
2,125
+97
52
$1.17M 0.38%
23,779
-593
53
$1.17M 0.38%
2,735
-76
54
$1.14M 0.37%
33,647
-21,465
55
$1.14M 0.37%
7,654
-672
56
$1.12M 0.36%
2,114
+872
57
$1.12M 0.36%
7,645
-219
58
$1.08M 0.35%
9,878
-1,275
59
$1.07M 0.35%
41,792
+4,116
60
$1.05M 0.34%
1,757
-496
61
$1.05M 0.34%
25,716
+14,770
62
$1.04M 0.33%
21,859
+2,625
63
$1.04M 0.33%
13,680
-6,634
64
$1.02M 0.33%
9,814
+71
65
$1M 0.32%
18,667
+11,385
66
$999K 0.32%
34,591
+3,262
67
$991K 0.32%
2,418
-108
68
$985K 0.32%
19,500
+1,485
69
$973K 0.31%
13,264
-6,415
70
$958K 0.31%
4,569
+219
71
$926K 0.3%
1,371
+48
72
$869K 0.28%
43,118
-2,575
73
$862K 0.28%
5,959
+301
74
$858K 0.28%
22,231
+13,484
75
$843K 0.27%
2,781
+1,379
1 2
3
4 5