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
$105M
AUM Growth
-$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.15M
3
+$972K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$956K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$854K

Top Sells

1
+$2.18M
2
+$1.55M
3
+$1.47M
4
BILI icon
Bilibili
BILI
+$1.23M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$669K

Sector Composition

1 Financials 23.74%
2 Technology 13.09%
3 Healthcare 6.99%
4 Energy 6.88%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$401K 0.38%
2,453
+588
77
$398K 0.38%
14,283
+469
78
$395K 0.38%
2,026
+262
79
$393K 0.37%
35,572
-5,867
80
$388K 0.37%
+4,296
81
$387K 0.37%
10,184
-2,130
82
$380K 0.36%
+5,052
83
$372K 0.35%
7,480
+1,919
84
$364K 0.35%
3,585
85
$359K 0.34%
6,358
+842
86
$359K 0.34%
4,896
87
$354K 0.34%
1,894
-504
88
$353K 0.34%
934
-118
89
$352K 0.33%
746
+177
90
$347K 0.33%
10,048
+91
91
$345K 0.33%
4,217
-3,658
92
$344K 0.33%
+2,314
93
$343K 0.33%
6,847
+170
94
$341K 0.32%
37,330
-5,364
95
$332K 0.32%
3,823
+1,032
96
$326K 0.31%
+35,600
97
$326K 0.31%
1,995
+506
98
$324K 0.31%
28,339
-2,061
99
$323K 0.31%
10,997
-574
100
$322K 0.31%
5,301
-344
2 3
4
5 6