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
$119M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$3.46M
3
+$2.97M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$2.52M
5
XOM icon
Exxon Mobil
XOM
+$1.71M

Top Sells

1
+$7.21M
2
+$3.15M
3
+$3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.12M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.81M

Sector Composition

1 Financials 25.22%
2 Technology 12.69%
3 Energy 6.45%
4 Healthcare 6.4%
5 Communication Services 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$445K 0.38%
30,333
+60
77
$435K 0.37%
4,012
+1,784
78
$432K 0.36%
2,824
+540
79
$425K 0.36%
5,782
-6,082
80
$415K 0.35%
+2,971
81
$404K 0.34%
27,159
+68
82
$398K 0.34%
3,961
-65
83
$395K 0.33%
11,834
+2,222
84
$393K 0.33%
3,756
+1,311
85
$387K 0.33%
4,428
+702
86
$376K 0.32%
10,182
+4,580
87
$365K 0.31%
1,229
+97
88
$361K 0.3%
4,287
+121
89
$360K 0.3%
1,504
+102
90
$356K 0.3%
4,162
+732
91
$355K 0.3%
5,050
+1,048
92
$351K 0.3%
+6,172
93
$334K 0.28%
+24,686
94
$331K 0.28%
1,097
+231
95
$330K 0.28%
+13,439
96
$313K 0.26%
13,699
-555
97
$312K 0.26%
3,094
-24
98
$311K 0.26%
26,036
+10,687
99
$309K 0.26%
3,967
+833
100
$308K 0.26%
5,741
+1,917
2 3
4
5 6