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DWM
Drive Wealth Management Portfolio holdings
AUM
$561M
1-Year Est. Return
33.14%
This Fund
S&P 500
This Quarter
Est. Return
+5.84%
1 Year Est. Return
+33.14%
3 Year Est. Return
+94.38%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
101.52%
Top 10 Holdings %
Top 10 Hldgs %
39.83%
Holding
155
New
155
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Coinbase
COIN
|
+$14.1M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$7.34M |
| 3 |
VVNT
Vivint Smart Home, Inc. Class A Common Stock
VVNT
|
+$6.94M |
| 4 |
State Street SPDR Portfolio TIPS ETF
SPIP
|
+$5.29M |
| 5 |
AMC Entertainment Holdings
AMC
|
+$3.89M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 25.4% |
| 2 | Technology | 12.97% |
| 3 | Industrials | 8.76% |
| 4 | Consumer Discretionary | 7.54% |
| 5 | Communication Services | 7.14% |
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Drive Wealth Management's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for Drive Wealth Management, which disclosed 155 positions worth $114M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is Coinbase: 48,387 shares worth $12.2M.
By sector, the portfolio is most concentrated in Financials at 25% of assets, followed by Technology and Industrials.
- Drive Wealth Management's largest Q4 2021 buy was Coinbase: 48,387 shares worth $12.2M.
- Drive Wealth Management's ten largest holdings make up 40% of its $114M portfolio in Q4 2021.
- Drive Wealth Management disclosed 155 positions in Q4 2021, its first 13F filing on record.
Based on Drive Wealth Management's 13F filing for Q4 2021, filed 15 Nov 2022.