DWM

Drive Wealth Management Portfolio holdings

AUM $512M
1-Year Est. Return 23.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$3.78M
3
+$2.53M
4
UNH icon
UnitedHealth
UNH
+$1.63M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.56M

Top Sells

1
+$2.8M
2
+$2.44M
3
+$1.95M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.89M
5
FSK icon
FS KKR Capital
FSK
+$1.63M

Sector Composition

1 Technology 16.01%
2 Financials 15.06%
3 Healthcare 5.08%
4 Consumer Discretionary 3.97%
5 Energy 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$838K 0.27%
15,888
+453
77
$836K 0.27%
5,396
-15
78
$825K 0.27%
1,729
-190
79
$802K 0.26%
35,275
-10,183
80
$799K 0.26%
18,245
+516
81
$798K 0.26%
16,380
-2,020
82
$769K 0.25%
2,601
+99
83
$767K 0.25%
4,493
+21
84
$755K 0.24%
14,961
-4,212
85
$751K 0.24%
13,828
-6,776
86
$745K 0.24%
5,732
+110
87
$739K 0.24%
6,712
+100
88
$736K 0.24%
9,084
-1,579
89
$727K 0.23%
10,564
-486
90
$724K 0.23%
1,804
+1,168
91
$699K 0.23%
35,593
-19,443
92
$698K 0.23%
2,651
+17
93
$692K 0.22%
20,566
+3,087
94
$676K 0.22%
16,089
+2,738
95
$660K 0.21%
27,359
-8,513
96
$646K 0.21%
2,629
-179
97
$641K 0.21%
4,446
+69
98
$639K 0.21%
4,335
+1,219
99
$636K 0.21%
6,034
-371
100
$633K 0.2%
6,982
+1,085
2 3
4
5 6