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
$109M
AUM Growth
-$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.64M
3
+$1.58M
4
NUGT icon
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
+$1.55M
5
BILI icon
Bilibili
BILI
+$1.23M

Top Sells

1
+$4.58M
2
+$2.97M
3
+$2.52M
4
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$1.23M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$919K

Sector Composition

1 Financials 24.47%
2 Technology 13.76%
3 Communication Services 6.77%
4 Energy 6.3%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$414K 0.38%
13,292
+645
77
$412K 0.38%
2,398
-1,704
78
$401K 0.37%
+17,331
79
$399K 0.36%
4,719
+432
80
$391K 0.36%
4,896
81
$389K 0.36%
+8,929
82
$387K 0.35%
3,585
83
$384K 0.35%
30,400
+67
84
$378K 0.35%
6,406
+234
85
$378K 0.35%
+8,604
86
$376K 0.34%
1,764
+20
87
$375K 0.34%
12,007
+173
88
$372K 0.34%
1,659
+198
89
$367K 0.34%
9,957
+2,641
90
$359K 0.33%
27,226
+67
91
$357K 0.33%
3,142
-189
92
$355K 0.32%
+8,854
93
$354K 0.32%
2,463
+733
94
$354K 0.32%
5,645
+595
95
$351K 0.32%
4,268
+106
96
$351K 0.32%
6,870
-283
97
$349K 0.32%
6,677
+2,237
98
$349K 0.32%
5,516
+872
99
$349K 0.32%
744
+42
100
$345K 0.32%
6,583
+830
2 3
4
5 6