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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.66M
3
+$6.93M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.31M
5
AMC icon
AMC Entertainment Holdings
AMC
+$3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.4%
2 Technology 12.97%
3 Industrials 8.76%
4 Consumer Discretionary 7.54%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$302K 0.27%
+940
102
$295K 0.26%
+2,445
103
$287K 0.25%
+3,959
104
$278K 0.24%
+1,137
105
$278K 0.24%
+606
106
$277K 0.24%
+5,377
107
$276K 0.24%
+1,348
108
$274K 0.24%
+589
109
$271K 0.24%
+2,424
110
$270K 0.24%
+10,000
111
$270K 0.24%
+3,134
112
$268K 0.24%
+2,829
113
$268K 0.24%
+6,383
114
$268K 0.24%
+2,327
115
$264K 0.23%
+3,945
116
$259K 0.23%
+2,228
117
$255K 0.22%
+3,012
118
$250K 0.22%
+1,436
119
$250K 0.22%
+9,612
120
$250K 0.22%
+4,002
121
$248K 0.22%
+416
122
$248K 0.22%
+4,143
123
$245K 0.22%
+2,811
124
$242K 0.21%
+428
125
$238K 0.21%
+4,589
3 4
5
6 7