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
$239M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.29M
3
+$2.23M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.23M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.13M

Top Sells

1
+$4.92M
2
+$1.05M
3
+$1.04M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$723K
5
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$716K

Sector Composition

1 Financials 16.83%
2 Technology 13.1%
3 Healthcare 5.56%
4 Energy 4.24%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$765K 0.32%
10,043
-85
77
$757K 0.32%
33,547
+14,316
78
$756K 0.32%
+18,724
79
$754K 0.32%
15,300
+237
80
$741K 0.31%
1,285
+82
81
$739K 0.31%
38,385
+322
82
$738K 0.31%
9,200
-1,678
83
$726K 0.3%
7,248
+1,384
84
$711K 0.3%
19,459
+11,513
85
$709K 0.3%
10,489
+74
86
$698K 0.29%
6,898
-3,164
87
$698K 0.29%
24,399
+1,889
88
$689K 0.29%
7,035
-259
89
$687K 0.29%
41,252
-209
90
$685K 0.29%
21,096
-1,499
91
$650K 0.27%
14,742
+6,290
92
$621K 0.26%
4,008
+220
93
$621K 0.26%
12,576
+1,125
94
$620K 0.26%
3,105
+985
95
$613K 0.26%
9,813
+578
96
$599K 0.25%
+7,845
97
$596K 0.25%
19,947
-2,093
98
$588K 0.25%
+6,401
99
$579K 0.24%
11,710
+15
100
$576K 0.24%
8,313
+811
2 3
4
5 6