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
$200M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.67M
3
+$5.91M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.79M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.71M

Top Sells

1
+$1.41M
2
+$1.02M
3
+$697K
4
PCT icon
PureCycle Technologies
PCT
+$565K
5
BOIL icon
ProShares Ultra Bloomberg Natural Gas
BOIL
+$537K

Sector Composition

1 Financials 19.2%
2 Technology 11%
3 Healthcare 6.01%
4 Energy 5.19%
5 Communication Services 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$373K 0.19%
5,914
-1,434
127
$372K 0.19%
+18,000
128
$371K 0.19%
4,432
+1,052
129
$369K 0.18%
10,415
-42
130
$366K 0.18%
+8,997
131
$366K 0.18%
4,908
+12
132
$361K 0.18%
3,707
-510
133
$356K 0.18%
5,001
-10
134
$356K 0.18%
1,350
+466
135
$356K 0.18%
+502
136
$355K 0.18%
+9,251
137
$354K 0.18%
31,547
+3,852
138
$353K 0.18%
773
+27
139
$351K 0.18%
+8,452
140
$351K 0.18%
7,946
+771
141
$348K 0.17%
+1,312
142
$348K 0.17%
+7,452
143
$346K 0.17%
+1,614
144
$342K 0.17%
8,690
-1,494
145
$342K 0.17%
13,987
-296
146
$335K 0.17%
4,060
+595
147
$334K 0.17%
+29,257
148
$333K 0.17%
+10,000
149
$332K 0.17%
856
-78
150
$326K 0.16%
4,502
-799
4 5
6
7 8