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
$274M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4M
3
+$2.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.73M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.5M

Top Sells

1
+$3.5M
2
+$1.57M
3
+$1.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.38M
5
UNH icon
UnitedHealth
UNH
+$1.35M

Sector Composition

1 Financials 15.86%
2 Technology 14.77%
3 Energy 4.24%
4 Healthcare 4.22%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$804K 0.29%
4,350
-18
77
$797K 0.29%
5,622
+119
78
$796K 0.29%
42,294
-7,220
79
$762K 0.28%
+45,693
80
$758K 0.28%
4,472
+168
81
$747K 0.27%
1,323
+177
82
$747K 0.27%
10,663
-445
83
$709K 0.26%
28,530
-8,399
84
$703K 0.26%
17,683
-7,272
85
$695K 0.25%
1,840
-273
86
$691K 0.25%
55,036
+1,076
87
$683K 0.25%
2,502
+111
88
$678K 0.25%
6,405
+365
89
$670K 0.24%
4,377
+200
90
$640K 0.23%
6,612
-302
91
$629K 0.23%
1,242
+178
92
$628K 0.23%
5,658
-301
93
$607K 0.22%
11,050
+1,488
94
$595K 0.22%
17,729
-35
95
$591K 0.22%
2,575
+149
96
$585K 0.21%
10,363
+677
97
$572K 0.21%
2,808
+450
98
$568K 0.21%
5,951
-894
99
$559K 0.2%
7,441
-1
100
$546K 0.2%
7,926
-312
2 3
4
5 6