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
$371M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.2M
3
+$1.11M
4
XOM icon
Exxon Mobil
XOM
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$860K

Top Sells

1
+$3.07M
2
+$1.54M
3
+$870K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$789K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$788K

Sector Composition

1 Technology 16.72%
2 Financials 13.71%
3 Healthcare 4.69%
4 Consumer Discretionary 4.01%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$946K 0.26%
5,513
-13
77
$934K 0.25%
2,805
+69
78
$934K 0.25%
6,615
+326
79
$922K 0.25%
5,880
+83
80
$891K 0.24%
6,776
+2,242
81
$868K 0.23%
4,359
-1,511
82
$860K 0.23%
17,294
-11,761
83
$851K 0.23%
10,129
-517
84
$847K 0.23%
+4,232
85
$832K 0.22%
17,515
+618
86
$810K 0.22%
10,404
+7,860
87
$802K 0.22%
1,443
+9
88
$777K 0.21%
4,711
+267
89
$768K 0.21%
19,306
+127
90
$763K 0.21%
4,704
+154
91
$746K 0.2%
33,651
-35,606
92
$736K 0.2%
10,095
-239
93
$722K 0.19%
1,504
+57
94
$696K 0.19%
4,074
+358
95
$694K 0.19%
1,851
+41
96
$688K 0.19%
9,338
+48
97
$678K 0.18%
4,599
+72
98
$675K 0.18%
8,273
-2,395
99
$668K 0.18%
6,426
100
$665K 0.18%
447
+19
2 3
4
5 6