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
$371M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.2M
3
+$1.11M
4
XOM icon
Exxon Mobil
XOM
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$860K

Top Sells

1
+$3.07M
2
+$1.54M
3
+$870K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$789K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$788K

Sector Composition

1 Technology 16.72%
2 Financials 13.71%
3 Healthcare 4.69%
4 Consumer Discretionary 4.01%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$665K 0.18%
2,586
+50
102
$643K 0.17%
15,997
-47
103
$640K 0.17%
21,720
+1,946
104
$633K 0.17%
+12,295
105
$630K 0.17%
9,824
+151
106
$629K 0.17%
6,268
+206
107
$617K 0.17%
29,551
+11,434
108
$605K 0.16%
2,501
+42
109
$605K 0.16%
2,672
-8
110
$596K 0.16%
758
-1
111
$578K 0.16%
11,026
112
$576K 0.16%
20,596
+4,925
113
$572K 0.15%
978
+27
114
$571K 0.15%
5,746
-239
115
$559K 0.15%
8,834
+1,434
116
$559K 0.15%
1,257
+36
117
$557K 0.15%
3,945
+662
118
$553K 0.15%
10,325
-402
119
$550K 0.15%
10,891
-1,657
120
$548K 0.15%
14,013
+1,271
121
$539K 0.15%
6,152
+224
122
$536K 0.14%
20,716
-3,140
123
$532K 0.14%
3,535
124
$529K 0.14%
3,585
125
$523K 0.14%
23,654
-3,179
3 4
5
6 7