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
$270M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$5.37M
3
+$4.6M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$4.46M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.25M

Top Sells

1
+$5.39M
2
+$4.33M
3
+$3.16M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$2.23M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.61M

Sector Composition

1 Financials 16.14%
2 Technology 14.46%
3 Healthcare 4.94%
4 Consumer Discretionary 3.87%
5 Energy 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$438K 0.16%
7,255
-24
127
$433K 0.16%
15,121
-2,778
128
$428K 0.16%
+8,804
129
$427K 0.16%
23,673
+4,469
130
$421K 0.16%
6,151
131
$421K 0.16%
5,465
-1,189
132
$420K 0.16%
6,565
-1,748
133
$418K 0.16%
4,552
-586
134
$417K 0.15%
11,644
+2,169
135
$413K 0.15%
2,249
+94
136
$412K 0.15%
10,298
-1,525
137
$408K 0.15%
3,682
-329
138
$403K 0.15%
583
+44
139
$399K 0.15%
1,423
-45
140
$395K 0.15%
20,400
141
$394K 0.15%
3,460
-29
142
$391K 0.15%
40,960
-474
143
$386K 0.14%
14,009
-778
144
$374K 0.14%
6,343
-447
145
$371K 0.14%
5,066
+392
146
$369K 0.14%
9,704
-687
147
$366K 0.14%
1,330
+229
148
$364K 0.13%
4,307
+216
149
$361K 0.13%
1,645
+123
150
$357K 0.13%
835
+59
4 5
6
7 8