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
$371M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.2M
3
+$1.11M
4
XOM icon
Exxon Mobil
XOM
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$860K

Top Sells

1
+$3.07M
2
+$1.54M
3
+$870K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$789K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$788K

Sector Composition

1 Technology 16.72%
2 Financials 13.71%
3 Healthcare 4.69%
4 Consumer Discretionary 4.01%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.37%
17,718
+2,341
52
$1.35M 0.36%
22,768
-18
53
$1.35M 0.36%
9,438
-52
54
$1.34M 0.36%
22,773
-1,757
55
$1.31M 0.35%
3,817
+63
56
$1.29M 0.35%
7,840
+222
57
$1.29M 0.35%
16,047
+297
58
$1.23M 0.33%
25,168
+575
59
$1.21M 0.33%
27,863
+1,434
60
$1.19M 0.32%
4,518
-235
61
$1.17M 0.32%
2,123
+18
62
$1.17M 0.31%
9,376
+1,148
63
$1.16M 0.31%
7,432
+739
64
$1.14M 0.31%
7,565
+1,142
65
$1.14M 0.31%
15,484
+7,000
66
$1.13M 0.31%
2,569
+47
67
$1.11M 0.3%
31,770
+1,237
68
$1.11M 0.3%
16,344
+333
69
$1.05M 0.28%
1,234
-6
70
$1.05M 0.28%
4,905
+265
71
$1.03M 0.28%
1,528
-32
72
$1.03M 0.28%
11,636
+44
73
$965K 0.26%
4,088
+75
74
$960K 0.26%
21,052
+2,073
75
$959K 0.26%
12,714
+9,317
1 2
3
4 5