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
$384M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.76M
3
+$1.75M
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$1.73M
5
ACP
abrdn Income Credit Strategies Fund
ACP
+$1.64M

Top Sells

1
+$6.65M
2
+$4.73M
3
+$2.82M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2M

Sector Composition

1 Technology 16.88%
2 Financials 13.63%
3 Healthcare 4.29%
4 Consumer Discretionary 4.29%
5 Communication Services 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.36%
24,149
+1,381
52
$1.35M 0.35%
+105,681
53
$1.33M 0.35%
16,491
+147
54
$1.31M 0.34%
2,109
-14
55
$1.3M 0.34%
20,853
-1,920
56
$1.28M 0.33%
28,055
+7,003
57
$1.26M 0.33%
28,634
+771
58
$1.25M 0.33%
2,531
-38
59
$1.23M 0.32%
4,488
-30
60
$1.19M 0.31%
+21,737
61
$1.19M 0.31%
+19,929
62
$1.17M 0.31%
6,891
+276
63
$1.15M 0.3%
+83,605
64
$1.14M 0.3%
6,712
+2,353
65
$1.13M 0.29%
1,271
+37
66
$1.11M 0.29%
9,344
-94
67
$1.11M 0.29%
5,620
+107
68
$1.11M 0.29%
2,829
+24
69
$1.07M 0.28%
1,503
-25
70
$1.07M 0.28%
+48,542
71
$1.06M 0.28%
+10,221
72
$1.02M 0.27%
4,937
+32
73
$1.01M 0.26%
10,385
-19
74
$1M 0.26%
42,194
+8,543
75
$975K 0.25%
6,619
-813
1 2
3
4 5