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
$200M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.67M
3
+$5.91M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.79M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.71M

Top Sells

1
+$1.41M
2
+$1.02M
3
+$697K
4
PCT icon
PureCycle Technologies
PCT
+$565K
5
BOIL icon
ProShares Ultra Bloomberg Natural Gas
BOIL
+$537K

Sector Composition

1 Financials 19.2%
2 Technology 11%
3 Healthcare 6.01%
4 Energy 5.19%
5 Communication Services 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$651K 0.33%
3,581
+1,586
77
$646K 0.32%
+22,336
78
$644K 0.32%
2,185
-93
79
$626K 0.31%
11,695
+35
80
$612K 0.31%
12,157
+7,405
81
$606K 0.3%
+7,778
82
$587K 0.29%
9,235
+2,877
83
$585K 0.29%
+12,395
84
$585K 0.29%
13,850
+1,750
85
$568K 0.28%
11,079
-4,554
86
$558K 0.28%
3,201
+283
87
$551K 0.28%
6,736
+2,575
88
$549K 0.27%
2,405
+203
89
$545K 0.27%
11,451
+4,389
90
$540K 0.27%
7,502
+1,489
91
$531K 0.27%
10,470
+45
92
$525K 0.26%
1,436
+601
93
$521K 0.26%
3,069
-81
94
$509K 0.25%
5,864
+1,361
95
$504K 0.25%
+15,750
96
$498K 0.25%
2,403
+377
97
$498K 0.25%
+10,818
98
$482K 0.24%
5,522
+470
99
$482K 0.24%
+6,665
100
$480K 0.24%
+5,285
2 3
4
5 6