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
$384M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.76M
3
+$1.75M
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$1.73M
5
ACP
abrdn Income Credit Strategies Fund
ACP
+$1.64M

Top Sells

1
+$6.65M
2
+$4.73M
3
+$2.82M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2M

Sector Composition

1 Technology 16.88%
2 Financials 13.63%
3 Healthcare 4.29%
4 Consumer Discretionary 4.29%
5 Communication Services 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$703K 0.18%
21,840
+120
102
$702K 0.18%
15,380
+10,854
103
$678K 0.18%
2,749
+77
104
$667K 0.17%
2,433
-153
105
$638K 0.17%
9,841
+503
106
$630K 0.16%
11,026
107
$625K 0.16%
2,514
+13
108
$614K 0.16%
1,249
-8
109
$605K 0.16%
637
110
$598K 0.16%
12,306
+11
111
$597K 0.16%
6,220
+68
112
$596K 0.16%
1,956
+125
113
$575K 0.15%
29,082
+189
114
$573K 0.15%
4,221
-378
115
$572K 0.15%
15,257
+96
116
$565K 0.15%
3,585
117
$556K 0.14%
14,116
+103
118
$554K 0.14%
1,968
+13
119
$546K 0.14%
2,153
+61
120
$545K 0.14%
5,670
-76
121
$538K 0.14%
3,548
+13
122
$528K 0.14%
1,950
+56
123
$525K 0.14%
1,514
-10
124
$516K 0.13%
1,109
+8
125
$500K 0.13%
+24,550
3 4
5
6 7