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
$119M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$3.46M
3
+$2.97M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$2.52M
5
XOM icon
Exxon Mobil
XOM
+$1.71M

Top Sells

1
+$7.21M
2
+$3.15M
3
+$3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.12M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.81M

Sector Composition

1 Financials 25.22%
2 Technology 12.69%
3 Energy 6.45%
4 Healthcare 6.4%
5 Communication Services 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$256K 0.22%
3,215
+203
127
$255K 0.22%
+8,321
128
$252K 0.21%
606
129
$251K 0.21%
+738
130
$250K 0.21%
+434
131
$249K 0.21%
2,023
-808
132
$248K 0.21%
+1,025
133
$246K 0.21%
18,220
+5,007
134
$241K 0.2%
1,277
+140
135
$239K 0.2%
2,884
+73
136
$237K 0.2%
1,346
+34
137
$235K 0.2%
1,478
+42
138
$228K 0.19%
943
+3
139
$225K 0.19%
+4,868
140
$223K 0.19%
32,558
+2,696
141
$222K 0.19%
+12,458
142
$219K 0.18%
+6,727
143
$215K 0.18%
1,285
+125
144
$215K 0.18%
+2,536
145
$214K 0.18%
3,769
+245
146
$211K 0.18%
+6,950
147
$207K 0.17%
+3,004
148
$203K 0.17%
+810
149
$201K 0.17%
+936
150
$201K 0.17%
15,961
+5,692
4 5
6
7 8