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
$274M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4M
3
+$2.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.73M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.5M

Top Sells

1
+$3.5M
2
+$1.57M
3
+$1.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.38M
5
UNH icon
UnitedHealth
UNH
+$1.35M

Sector Composition

1 Financials 15.86%
2 Technology 14.77%
3 Energy 4.24%
4 Healthcare 4.22%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$410K 0.15%
3,416
+161
127
$410K 0.15%
10,946
+4,202
128
$409K 0.15%
5,689
-1,431
129
$408K 0.15%
17,189
-2,348
130
$408K 0.15%
1,963
-97
131
$405K 0.15%
28,485
-7,688
132
$401K 0.15%
12,071
-575
133
$400K 0.15%
1,754
+109
134
$398K 0.15%
913
+78
135
$397K 0.14%
11,782
-5,244
136
$396K 0.14%
1,637
+295
137
$388K 0.14%
11,898
+526
138
$381K 0.14%
1,305
-23
139
$377K 0.14%
22,541
-1,132
140
$374K 0.14%
1,402
+72
141
$369K 0.13%
11,026
-618
142
$369K 0.13%
+4,175
143
$367K 0.13%
1,662
+164
144
$366K 0.13%
4,122
+190
145
$365K 0.13%
5,224
+158
146
$363K 0.13%
7,282
+2,064
147
$362K 0.13%
7,963
-1,668
148
$359K 0.13%
3,523
-904
149
$357K 0.13%
1,625
+477
150
$357K 0.13%
9,573
-725
4 5
6
7 8