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
$105M
AUM Growth
-$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.15M
3
+$972K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$956K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$854K

Top Sells

1
+$2.18M
2
+$1.55M
3
+$1.47M
4
BILI icon
Bilibili
BILI
+$1.23M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$669K

Sector Composition

1 Financials 23.74%
2 Technology 13.09%
3 Healthcare 6.99%
4 Energy 6.88%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$240K 0.23%
8,254
-16,523
127
$237K 0.23%
21,036
+3,709
128
$237K 0.23%
4,299
+961
129
$222K 0.21%
14,327
-1,519
130
$221K 0.21%
2,307
-19
131
$221K 0.21%
8,779
+1,158
132
$220K 0.21%
5,059
+364
133
$219K 0.21%
1,478
-286
134
$218K 0.21%
+430
135
$214K 0.2%
2,850
-34
136
$210K 0.2%
7,875
-208
137
$208K 0.2%
+4,752
138
$204K 0.19%
+884
139
$204K 0.19%
736
-266
140
$203K 0.19%
900
-36
141
$180K 0.17%
+17,673
142
$180K 0.17%
59,940
-3,782
143
$160K 0.15%
16,427
-8,025
144
$157K 0.15%
23,331
+2,739
145
$132K 0.13%
11,516
-241
146
$121K 0.12%
+12,314
147
$120K 0.11%
11,842
-2,805
148
$113K 0.11%
66,667
149
$106K 0.1%
+16,000
150
$102K 0.1%
12,047
-5,196
4 5
6
7 8