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
$357M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.99M
3
+$2.14M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.79M

Top Sells

1
+$1.29M
2
+$1.04M
3
+$722K
4
CNC icon
Centene
CNC
+$593K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$546K

Sector Composition

1 Technology 15.41%
2 Financials 14.49%
3 Healthcare 4.48%
4 Consumer Discretionary 3.62%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$967K 0.27%
16,011
+123
77
$952K 0.27%
4,640
+71
78
$947K 0.27%
1,560
-78
79
$929K 0.26%
10,646
-3,034
80
$908K 0.25%
1,240
-131
81
$872K 0.24%
10,668
-12,760
82
$872K 0.24%
18,979
+2,890
83
$843K 0.24%
16,897
-2,603
84
$828K 0.23%
4,013
+129
85
$821K 0.23%
4,550
+215
86
$790K 0.22%
6,289
+255
87
$785K 0.22%
10,334
-2,930
88
$784K 0.22%
4,444
-49
89
$765K 0.21%
2,536
-115
90
$746K 0.21%
1,810
+6
91
$734K 0.21%
+34,701
92
$732K 0.21%
5,985
-997
93
$730K 0.2%
6,426
-286
94
$727K 0.2%
19,179
-1,387
95
$725K 0.2%
16,044
-2,201
96
$724K 0.2%
1,434
-323
97
$704K 0.2%
+11,213
98
$697K 0.2%
2,655
-7
99
$691K 0.19%
4,527
+81
100
$689K 0.19%
42,703
-415
2 3
4
5 6