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
$426M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.04M
3
+$4.02M
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$3.25M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.56M

Top Sells

1
+$8.78M
2
+$7.61M
3
+$2.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M
5
PCT icon
PureCycle Technologies
PCT
+$1.83M

Sector Composition

1 Technology 14.87%
2 Financials 11.82%
3 Consumer Discretionary 4.43%
4 Communication Services 4.18%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$810K 0.19%
439
-6
102
$794K 0.19%
28,088
+4,674
103
$794K 0.19%
+19,271
104
$780K 0.18%
10,813
+245
105
$779K 0.18%
4,700
+538
106
$773K 0.18%
18,522
-571
107
$728K 0.17%
1,297
+6
108
$727K 0.17%
25,994
+14,133
109
$720K 0.17%
+4,809
110
$701K 0.16%
4,382
+406
111
$685K 0.16%
5,168
-298
112
$670K 0.16%
+1,938
113
$668K 0.16%
+15,100
114
$661K 0.16%
1,916
-13
115
$655K 0.15%
+15,733
116
$652K 0.15%
29,073
-70,323
117
$629K 0.15%
2,223
-9
118
$621K 0.15%
780
-8
119
$620K 0.15%
1,252
-34
120
$614K 0.14%
20,464
-1,293
121
$599K 0.14%
1,950
+228
122
$593K 0.14%
2,488
-46
123
$584K 0.14%
+14,827
124
$580K 0.14%
126
+6
125
$572K 0.13%
5,799
+148
3 4
5
6 7