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
$119M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$3.46M
3
+$2.97M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$2.52M
5
XOM icon
Exxon Mobil
XOM
+$1.71M

Top Sells

1
+$7.21M
2
+$3.15M
3
+$3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.12M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.81M

Sector Composition

1 Financials 25.22%
2 Technology 12.69%
3 Energy 6.45%
4 Healthcare 6.4%
5 Communication Services 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$306K 0.26%
702
+113
102
$305K 0.26%
7,316
+933
103
$298K 0.25%
5,753
+165
104
$295K 0.25%
+5,374
105
$295K 0.25%
+5,980
106
$294K 0.25%
4,440
+481
107
$290K 0.24%
4,644
+1,100
108
$288K 0.24%
24,285
+144
109
$281K 0.24%
20,691
+168
110
$279K 0.24%
3,073
-36
111
$276K 0.23%
+1,558
112
$276K 0.23%
7,366
+1,597
113
$274K 0.23%
+5,702
114
$274K 0.23%
10,663
+1,975
115
$273K 0.23%
2,544
+217
116
$273K 0.23%
1,227
+255
117
$269K 0.23%
+400
118
$268K 0.23%
+2,503
119
$266K 0.22%
+5,807
120
$265K 0.22%
9,710
+2,530
121
$265K 0.22%
+8,392
122
$264K 0.22%
1,730
-567
123
$263K 0.22%
1,312
-36
124
$263K 0.22%
67,995
+17,274
125
$260K 0.22%
+4,874
3 4
5
6 7