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
$109M
AUM Growth
-$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.64M
3
+$1.58M
4
NUGT icon
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
+$1.55M
5
BILI icon
Bilibili
BILI
+$1.23M

Top Sells

1
+$4.58M
2
+$2.97M
3
+$2.52M
4
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$1.23M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$919K

Sector Composition

1 Financials 24.47%
2 Technology 13.76%
3 Communication Services 6.77%
4 Energy 6.3%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$341K 0.31%
4,882
-1,881
102
$331K 0.3%
1,865
+307
103
$321K 0.29%
3,520
-492
104
$308K 0.28%
6,635
+894
105
$303K 0.28%
1,764
+487
106
$302K 0.28%
14,393
+1,935
107
$302K 0.28%
2,884
-87
108
$301K 0.27%
+4,864
109
$293K 0.27%
29,375
+3,339
110
$291K 0.27%
5,561
+187
111
$287K 0.26%
+5,740
112
$286K 0.26%
3,760
-668
113
$284K 0.26%
1,622
+188
114
$281K 0.26%
+1,662
115
$281K 0.26%
2,975
-3,466
116
$280K 0.26%
15,846
+2,407
117
$280K 0.26%
4,342
+375
118
$276K 0.25%
+11,906
119
$273K 0.25%
569
+135
120
$269K 0.25%
+5,940
121
$268K 0.24%
+5,527
122
$268K 0.24%
24,452
+167
123
$256K 0.23%
+2,791
124
$248K 0.23%
1,489
+204
125
$247K 0.23%
11,745
+1,082
3 4
5
6 7