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
$426M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.04M
3
+$4.02M
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$3.25M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.56M

Top Sells

1
+$8.78M
2
+$7.61M
3
+$2.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M
5
PCT icon
PureCycle Technologies
PCT
+$1.83M

Sector Composition

1 Technology 14.87%
2 Financials 11.82%
3 Consumer Discretionary 4.43%
4 Communication Services 4.18%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.32M 0.31%
6,276
+123
77
$1.29M 0.3%
+53,767
78
$1.29M 0.3%
3,652
+3,051
79
$1.25M 0.29%
+5,658
80
$1.21M 0.28%
21,000
+7,000
81
$1.2M 0.28%
+15,951
82
$1.18M 0.28%
19,486
+1,529
83
$1.17M 0.28%
105,943
+21,225
84
$1.17M 0.27%
+31,681
85
$1.15M 0.27%
26,550
-3,160
86
$1.14M 0.27%
2,983
+1,454
87
$1.1M 0.26%
23,363
-12,040
88
$1.08M 0.25%
3,002
-10
89
$1.05M 0.25%
+18,604
90
$1.02M 0.24%
+14,158
91
$1.01M 0.24%
5,929
+35
92
$998K 0.23%
16,169
-199
93
$971K 0.23%
35,360
-149
94
$947K 0.22%
6,774
-184
95
$932K 0.22%
11,598
-714
96
$871K 0.2%
1,418
+658
97
$849K 0.2%
5,094
-3,660
98
$843K 0.2%
23,091
99
$839K 0.2%
3,622
+1,654
100
$831K 0.2%
16,263
-1,220
2 3
4
5 6