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
$357M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.99M
3
+$2.14M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.79M

Top Sells

1
+$1.29M
2
+$1.04M
3
+$722K
4
CNC icon
Centene
CNC
+$593K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$546K

Sector Composition

1 Technology 15.41%
2 Financials 14.49%
3 Healthcare 4.48%
4 Consumer Discretionary 3.62%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.37%
4,753
-253
52
$1.32M 0.37%
22,786
-993
53
$1.32M 0.37%
3,905
+1,124
54
$1.3M 0.36%
26,126
+4,267
55
$1.25M 0.35%
13,194
-2,754
56
$1.24M 0.35%
7,618
-27
57
$1.23M 0.35%
24,593
-14,412
58
$1.23M 0.34%
9,490
-324
59
$1.23M 0.34%
41,583
+6,992
60
$1.22M 0.34%
2,105
-9
61
$1.21M 0.34%
2,522
-213
62
$1.2M 0.33%
15,377
+9,259
63
$1.15M 0.32%
15,750
-7,461
64
$1.11M 0.31%
26,429
+713
65
$1.09M 0.31%
6,226
-904
66
$1.09M 0.31%
30,533
-3,114
67
$1.09M 0.31%
8,228
-1,650
68
$1.06M 0.3%
6,693
-961
69
$1.05M 0.3%
11,592
+7,312
70
$1.01M 0.28%
5,526
+130
71
$1M 0.28%
2,736
+135
72
$997K 0.28%
31,545
+24,850
73
$994K 0.28%
5,870
-89
74
$990K 0.28%
5,797
+65
75
$972K 0.27%
6,423
+3,346
1 2
3
4 5