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
$109M
AUM Growth
-$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.64M
3
+$1.58M
4
NUGT icon
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
+$1.55M
5
BILI icon
Bilibili
BILI
+$1.23M

Top Sells

1
+$4.58M
2
+$2.97M
3
+$2.52M
4
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$1.23M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$919K

Sector Composition

1 Financials 24.47%
2 Technology 13.76%
3 Communication Services 6.77%
4 Energy 6.3%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$245K 0.22%
19,879
-812
127
$243K 0.22%
3,479
+595
128
$242K 0.22%
1,002
-227
129
$241K 0.22%
6,871
+144
130
$238K 0.22%
2,326
-218
131
$235K 0.21%
8,083
+717
132
$234K 0.21%
1,310
+83
133
$231K 0.21%
5,032
+158
134
$228K 0.21%
6,300
+493
135
$228K 0.21%
936
-89
136
$223K 0.2%
4,695
+926
137
$220K 0.2%
1,094
-3
138
$218K 0.2%
17,327
-893
139
$214K 0.2%
1,357
+45
140
$214K 0.2%
63,722
-4,273
141
$213K 0.19%
+1,002
142
$212K 0.19%
7,996
-325
143
$208K 0.19%
+3,338
144
$206K 0.19%
+925
145
$205K 0.19%
5,542
-438
146
$203K 0.19%
24,686
147
$202K 0.18%
+1,431
148
$202K 0.18%
3,095
+22
149
$201K 0.18%
7,621
-771
150
$200K 0.18%
2,584
+48
4 5
6
7 8