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
$310M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.92M
3
+$2.71M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.7M
5
UNH icon
UnitedHealth
UNH
+$1.6M

Top Sells

1
+$2.8M
2
+$2.62M
3
+$1.97M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.96M
5
FSK icon
FS KKR Capital
FSK
+$1.71M

Sector Composition

1 Technology 16.01%
2 Financials 15.06%
3 Healthcare 5.08%
4 Consumer Discretionary 3.97%
5 Energy 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$465K 0.15%
3,491
+75
127
$464K 0.15%
399
+27
128
$461K 0.15%
7,701
+433
129
$457K 0.15%
1,754
+94
130
$456K 0.15%
1,523
-4
131
$453K 0.15%
6,151
132
$441K 0.14%
952
+39
133
$441K 0.14%
1,981
+18
134
$439K 0.14%
998
+46
135
$437K 0.14%
2,510
-4,931
136
$436K 0.14%
1,071
+50
137
$435K 0.14%
1,675
+13
138
$434K 0.14%
695
+24
139
$434K 0.14%
+3,535
140
$426K 0.14%
9,693
141
$423K 0.14%
8,243
+15
142
$420K 0.14%
22,748
+207
143
$419K 0.14%
9,840
+267
144
$417K 0.13%
1,237
-68
145
$416K 0.13%
+2,181
146
$415K 0.13%
11,013
+1,082
147
$413K 0.13%
11,178
+152
148
$411K 0.13%
1,828
+74
149
$406K 0.13%
+24,180
150
$404K 0.13%
+3,077
4 5
6
7 8