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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.66M
3
+$6.93M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.31M
5
AMC icon
AMC Entertainment Holdings
AMC
+$3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.4%
2 Technology 12.97%
3 Industrials 8.76%
4 Consumer Discretionary 7.54%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$431K 0.38%
+1,710
77
$424K 0.37%
+2,741
78
$418K 0.37%
+5,645
79
$418K 0.37%
+2,284
80
$409K 0.36%
+7,298
81
$402K 0.35%
+9,659
82
$387K 0.34%
+3,310
83
$378K 0.33%
+1,132
84
$376K 0.33%
+2,297
85
$366K 0.32%
+3,726
86
$349K 0.31%
+6,134
87
$343K 0.3%
+4,166
88
$340K 0.3%
+2,510
89
$334K 0.29%
+3,118
90
$334K 0.29%
+24,141
91
$333K 0.29%
+544
92
$330K 0.29%
+5,588
93
$328K 0.29%
+243
94
$322K 0.28%
+1,402
95
$319K 0.28%
+2,890
96
$318K 0.28%
+2,147
97
$316K 0.28%
+3,109
98
$311K 0.27%
+866
99
$308K 0.27%
+20,523
100
$307K 0.27%
+14,254
2 3
4
5 6