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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.66M
3
+$6.93M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.31M
5
AMC icon
AMC Entertainment Holdings
AMC
+$3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.4%
2 Technology 12.97%
3 Industrials 8.76%
4 Consumer Discretionary 7.54%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$237K 0.21%
+361
127
$229K 0.2%
+50,721
128
$228K 0.2%
+10,000
129
$219K 0.19%
+2,358
130
$219K 0.19%
+3,430
131
$218K 0.19%
+29,862
132
$218K 0.19%
+15,043
133
$217K 0.19%
+3,824
134
$217K 0.19%
+1,312
135
$217K 0.19%
+5,769
136
$212K 0.19%
+931
137
$211K 0.19%
+7,180
138
$211K 0.19%
+8,688
139
$210K 0.18%
+3,544
140
$209K 0.18%
+5,602
141
$206K 0.18%
+13,213
142
$206K 0.18%
+3,524
143
$205K 0.18%
+257
144
$202K 0.18%
+1,160
145
$201K 0.18%
+972
146
$186K 0.16%
+15,349
147
$186K 0.16%
+18,077
148
$180K 0.16%
+12,484
149
$152K 0.13%
+10,269
150
$129K 0.11%
+66,667
3 4 5
6
7