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
$200M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.67M
3
+$5.91M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.79M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.71M

Top Sells

1
+$1.41M
2
+$1.02M
3
+$697K
4
PCT icon
PureCycle Technologies
PCT
+$565K
5
BOIL icon
ProShares Ultra Bloomberg Natural Gas
BOIL
+$537K

Sector Composition

1 Financials 19.2%
2 Technology 11%
3 Healthcare 6.01%
4 Energy 5.19%
5 Communication Services 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$475K 0.24%
1,984
+268
102
$472K 0.24%
12,415
-13,843
103
$466K 0.23%
1,407
-122
104
$461K 0.23%
4,505
+209
105
$460K 0.23%
8,076
+596
106
$459K 0.23%
3,926
-2,722
107
$459K 0.23%
+5,524
108
$456K 0.23%
+17,104
109
$448K 0.22%
+4,471
110
$447K 0.22%
+18,286
111
$446K 0.22%
12,754
+1,757
112
$434K 0.22%
+6,972
113
$423K 0.21%
+3,100
114
$422K 0.21%
+19,231
115
$419K 0.21%
+1,965
116
$416K 0.21%
36,600
-5,789
117
$414K 0.21%
+5,420
118
$412K 0.21%
3,538
-789
119
$395K 0.2%
3,585
120
$392K 0.2%
5,847
+1,548
121
$391K 0.2%
1,403
+102
122
$391K 0.2%
+10,000
123
$390K 0.2%
1,574
+428
124
$390K 0.2%
1,958
-403
125
$390K 0.19%
+15,088
3 4
5
6 7