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
$357M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.99M
3
+$2.14M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.79M

Top Sells

1
+$1.29M
2
+$1.04M
3
+$722K
4
CNC icon
Centene
CNC
+$593K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$546K

Sector Composition

1 Technology 15.41%
2 Financials 14.49%
3 Healthcare 4.48%
4 Consumer Discretionary 3.62%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$672K 0.19%
9,290
-1,274
102
$659K 0.18%
2,680
+51
103
$650K 0.18%
8,484
-600
104
$643K 0.18%
1,447
-971
105
$633K 0.18%
12,548
-2,413
106
$620K 0.17%
2,459
+76
107
$611K 0.17%
3,716
+1,264
108
$601K 0.17%
11,026
+1
109
$600K 0.17%
26,833
-8,442
110
$597K 0.17%
9,673
-133
111
$591K 0.17%
6,062
-10
112
$590K 0.17%
23,856
-3,503
113
$579K 0.16%
759
-68
114
$577K 0.16%
10,727
-3,101
115
$559K 0.16%
19,774
+3,209
116
$559K 0.16%
7,144
-25
117
$540K 0.15%
1,487
-36
118
$538K 0.15%
1,907
-72
119
$536K 0.15%
3,283
-208
120
$535K 0.15%
4,534
+258
121
$535K 0.15%
428
+29
122
$533K 0.15%
11,325
123
$529K 0.15%
26,225
-5,531
124
$522K 0.15%
3,585
125
$518K 0.15%
621
+4
3 4
5
6 7