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
$384M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.76M
3
+$1.75M
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$1.73M
5
ACP
abrdn Income Credit Strategies Fund
ACP
+$1.64M

Top Sells

1
+$6.65M
2
+$4.73M
3
+$2.82M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2M

Sector Composition

1 Technology 16.88%
2 Financials 13.63%
3 Healthcare 4.29%
4 Consumer Discretionary 4.29%
5 Communication Services 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$970K 0.25%
5,407
+1,333
77
$939K 0.24%
10,577
-2,137
78
$924K 0.24%
17,478
-7,690
79
$917K 0.24%
6,976
+3,031
80
$915K 0.24%
11,484
-4,000
81
$914K 0.24%
17,167
-348
82
$898K 0.23%
+71,286
83
$874K 0.23%
10,535
-5,512
84
$871K 0.23%
448
+1
85
$863K 0.22%
7,548
-1,828
86
$810K 0.21%
1,565
+122
87
$808K 0.21%
4,000
-88
88
$802K 0.21%
4,887
+183
89
$782K 0.2%
43,327
+1,884
90
$782K 0.2%
5,793
-87
91
$761K 0.2%
1,556
+52
92
$759K 0.2%
1,319
+497
93
$756K 0.2%
6,238
-30
94
$744K 0.19%
6,522
+96
95
$741K 0.19%
16,028
+31
96
$739K 0.19%
18,617
-689
97
$737K 0.19%
10,191
+367
98
$733K 0.19%
4,309
-402
99
$722K 0.19%
6,456
+3,914
100
$703K 0.18%
786
+28
2 3
4
5 6