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
$310M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.92M
3
+$2.71M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.7M
5
UNH icon
UnitedHealth
UNH
+$1.6M

Top Sells

1
+$2.8M
2
+$2.62M
3
+$1.97M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.96M
5
FSK icon
FS KKR Capital
FSK
+$1.71M

Sector Composition

1 Technology 16.01%
2 Financials 15.06%
3 Healthcare 5.08%
4 Consumer Discretionary 3.97%
5 Energy 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$629K 0.2%
3,884
+11
102
$619K 0.2%
31,756
-10,538
103
$616K 0.2%
21,390
-3,133
104
$599K 0.19%
2,662
+87
105
$597K 0.19%
+14,071
106
$593K 0.19%
7,993
+67
107
$587K 0.19%
1,979
+75
108
$585K 0.19%
14,169
-3,514
109
$584K 0.19%
+827
110
$579K 0.19%
11,025
111
$578K 0.19%
9,806
-557
112
$550K 0.18%
3,501
+202
113
$544K 0.18%
5,420
-19,503
114
$537K 0.17%
2,383
+59
115
$532K 0.17%
11,325
116
$511K 0.16%
6,072
+383
117
$510K 0.16%
+3,501
118
$501K 0.16%
+617
119
$495K 0.16%
+7,169
120
$488K 0.16%
19,070
-9,460
121
$484K 0.16%
5,919
-104
122
$484K 0.16%
7,349
-121
123
$474K 0.15%
3,585
124
$473K 0.15%
6,118
+1,454
125
$469K 0.15%
16,565
-1,886
3 4
5
6 7