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
$239M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.29M
3
+$2.23M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.23M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.13M

Top Sells

1
+$4.92M
2
+$1.05M
3
+$1.04M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$723K
5
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$716K

Sector Composition

1 Financials 16.83%
2 Technology 13.1%
3 Healthcare 5.56%
4 Energy 4.24%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$571K 0.24%
+10,657
102
$570K 0.24%
1,661
+225
103
$559K 0.23%
2,735
+330
104
$557K 0.23%
10,735
-1,422
105
$555K 0.23%
8,773
+5,973
106
$555K 0.23%
4,190
-2,430
107
$553K 0.23%
5,949
-787
108
$540K 0.23%
+2,443
109
$528K 0.22%
11,325
-11,326
110
$525K 0.22%
6,894
-884
111
$523K 0.22%
1,052
+279
112
$516K 0.22%
+9,858
113
$515K 0.22%
+3,793
114
$513K 0.21%
4,178
+471
115
$505K 0.21%
2,209
+225
116
$504K 0.21%
2,504
+101
117
$499K 0.21%
17,899
-387
118
$494K 0.21%
3,391
+291
119
$493K 0.21%
17,583
+7,487
120
$493K 0.21%
4,011
+85
121
$491K 0.21%
6,654
-11
122
$489K 0.2%
+639
123
$484K 0.2%
11,823
-592
124
$483K 0.2%
10,191
-627
125
$482K 0.2%
5,138
-386
3 4
5
6 7