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
$274M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4M
3
+$2.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.73M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.5M

Top Sells

1
+$3.5M
2
+$1.57M
3
+$1.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.38M
5
UNH icon
UnitedHealth
UNH
+$1.35M

Sector Composition

1 Financials 15.86%
2 Technology 14.77%
3 Energy 4.24%
4 Healthcare 4.22%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$545K 0.2%
11,025
102
$536K 0.2%
3,873
-246
103
$534K 0.2%
2,634
-298
104
$529K 0.19%
7,308
-1,278
105
$525K 0.19%
11,325
106
$517K 0.19%
+13,351
107
$514K 0.19%
3,299
-467
108
$502K 0.18%
1,904
+196
109
$493K 0.18%
15,683
-4,334
110
$489K 0.18%
9,893
-781
111
$484K 0.18%
5,156
-1,831
112
$481K 0.18%
7,470
+215
113
$479K 0.17%
17,479
-2,380
114
$478K 0.17%
5,897
-66
115
$478K 0.17%
8,228
+1,663
116
$475K 0.17%
18,451
-1,613
117
$473K 0.17%
7,268
+925
118
$472K 0.17%
6,151
119
$465K 0.17%
2,728
+15
120
$461K 0.17%
9,693
-11
121
$457K 0.17%
2,324
+75
122
$439K 0.16%
3,286
-5
123
$437K 0.16%
1,527
+104
124
$433K 0.16%
3,585
125
$415K 0.15%
+6,023
3 4
5
6 7