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
$426M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.04M
3
+$4.02M
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$3.25M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.56M

Top Sells

1
+$8.78M
2
+$7.61M
3
+$2.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M
5
PCT icon
PureCycle Technologies
PCT
+$1.83M

Sector Composition

1 Technology 14.87%
2 Financials 11.82%
3 Consumer Discretionary 4.43%
4 Communication Services 4.18%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.85M 0.43%
+80,660
52
$1.84M 0.43%
25,641
+669
53
$1.79M 0.42%
29,036
-586
54
$1.74M 0.41%
1,837
+1,299
55
$1.73M 0.41%
+83,217
56
$1.71M 0.4%
+78,731
57
$1.71M 0.4%
7,226
+5,306
58
$1.69M 0.4%
5,425
+3,399
59
$1.67M 0.39%
127,194
+27,170
60
$1.64M 0.38%
+70,829
61
$1.63M 0.38%
3,458
+2,748
62
$1.62M 0.38%
+64,012
63
$1.58M 0.37%
27,685
+4,070
64
$1.52M 0.36%
29,316
+3,881
65
$1.44M 0.34%
46,744
-3,535
66
$1.44M 0.34%
5,360
+2,823
67
$1.44M 0.34%
79,053
+19,216
68
$1.43M 0.34%
65,829
-5,437
69
$1.43M 0.34%
27,471
-1,911
70
$1.42M 0.33%
1,528
+14
71
$1.42M 0.33%
2,583
+20
72
$1.4M 0.33%
52,000
-3,625
73
$1.4M 0.33%
3,821
-112
74
$1.34M 0.31%
31,790
-165
75
$1.33M 0.31%
7,792
-885
1 2
3
4 5