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
$472M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$5.96M
3
+$4.44M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.11M
5
CDX icon
Simplify High Yield ETF
CDX
+$3.08M

Top Sells

1
+$7.57M
2
+$7.53M
3
+$3.04M
4
AAPL icon
Apple
AAPL
+$2.78M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.6M

Sector Composition

1 Technology 17.18%
2 Financials 7.04%
3 Communication Services 5.65%
4 Consumer Discretionary 5.17%
5 Healthcare 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
76
Home Depot
HD
$355B
$1.23M 0.26%
3,027
-816
PG icon
77
Procter & Gamble
PG
$346B
$1.21M 0.26%
7,887
-150
PLTR icon
78
Palantir
PLTR
$401B
$1.17M 0.25%
6,398
+796
TXT icon
79
Textron
TXT
$14.7B
$1.16M 0.24%
13,668
-411
CRM icon
80
Salesforce
CRM
$219B
$1.15M 0.24%
4,863
-227
JQUA icon
81
JPMorgan US Quality Factor ETF
JQUA
$7.44B
$1.14M 0.24%
18,125
-660
CSCO icon
82
Cisco
CSCO
$304B
$1.13M 0.24%
16,501
-104
T icon
83
AT&T
T
$184B
$1.05M 0.22%
37,338
-7,621
INTU icon
84
Intuit
INTU
$176B
$1.03M 0.22%
1,511
+24
NEM icon
85
Newmont
NEM
$99B
$1.01M 0.21%
11,959
+2,199
BAC icon
86
Bank of America
BAC
$392B
$990K 0.21%
19,199
+337
AMD icon
87
Advanced Micro Devices
AMD
$354B
$967K 0.2%
5,975
+1,437
GE icon
88
GE Aerospace
GE
$315B
$958K 0.2%
3,180
+60
APH icon
89
Amphenol
APH
$172B
$951K 0.2%
7,674
+34
TFPM icon
90
Triple Flag Precious Metals
TFPM
$6.92B
$938K 0.2%
32,046
+1,771
ANET icon
91
Arista Networks
ANET
$165B
$934K 0.2%
6,413
+81
IHDG icon
92
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.29B
$932K 0.2%
20,225
-4,126
HYG icon
93
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$927K 0.2%
11,415
-32,058
ADBE icon
94
Adobe
ADBE
$134B
$926K 0.2%
2,626
-146
RTX icon
95
RTX Corp
RTX
$235B
$911K 0.19%
5,446
+127
CMCSA icon
96
Comcast
CMCSA
$97.3B
$901K 0.19%
28,668
-2,821
APP icon
97
Applovin
APP
$203B
$898K 0.19%
1,250
+183
JEPQ icon
98
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.9B
$874K 0.19%
15,195
-18,061
JEPI icon
99
JPMorgan Equity Premium Income ETF
JEPI
$41.6B
$872K 0.18%
15,272
-16,164
BKNG icon
100
Booking.com
BKNG
$158B
$861K 0.18%
160
+14
2 3
4
5 6