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
$239M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.29M
3
+$2.23M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.23M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.13M

Top Sells

1
+$4.92M
2
+$1.05M
3
+$1.04M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$723K
5
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$716K

Sector Composition

1 Financials 16.83%
2 Technology 13.1%
3 Healthcare 5.56%
4 Energy 4.24%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$481K 0.2%
12,376
+3,686
127
$470K 0.2%
1,012
+156
128
$459K 0.19%
3,405
-133
129
$456K 0.19%
4,912
+4
130
$454K 0.19%
5,978
+977
131
$453K 0.19%
+19,356
132
$445K 0.19%
4,837
-448
133
$444K 0.19%
1,450
+47
134
$434K 0.18%
1,552
+202
135
$430K 0.18%
11,276
+6,095
136
$426K 0.18%
2,128
+170
137
$425K 0.18%
6,790
+876
138
$420K 0.18%
+6,151
139
$419K 0.18%
7,279
-797
140
$416K 0.17%
3,585
141
$410K 0.17%
20,400
+2,400
142
$406K 0.17%
5,256
-164
143
$400K 0.17%
14,787
-301
144
$384K 0.16%
+3,971
145
$375K 0.16%
1,468
+61
146
$375K 0.16%
10,391
-79
147
$372K 0.16%
33,310
-3,290
148
$361K 0.15%
4,687
+255
149
$361K 0.15%
539
+37
150
$358K 0.15%
2,155
+242
4 5
6
7 8