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
$357M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.99M
3
+$2.14M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.79M

Top Sells

1
+$1.29M
2
+$1.04M
3
+$722K
4
CNC icon
Centene
CNC
+$593K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$546K

Sector Composition

1 Technology 15.41%
2 Financials 14.49%
3 Healthcare 4.48%
4 Consumer Discretionary 3.62%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$512K 0.14%
6,165
+14
127
$511K 0.14%
951
-1
128
$507K 0.14%
38,503
+2,910
129
$503K 0.14%
3,342
-159
130
$501K 0.14%
9,653
-40
131
$499K 0.14%
1,981
+28
132
$496K 0.14%
12,742
+1,564
133
$494K 0.14%
26,651
+3,903
134
$491K 0.14%
11,693
-2,378
135
$490K 0.14%
11,891
-2,278
136
$487K 0.14%
1,221
-16
137
$483K 0.14%
7,400
-301
138
$479K 0.13%
13,681
+2,756
139
$478K 0.13%
3,213
-288
140
$477K 0.13%
3,535
141
$476K 0.13%
5,510
-409
142
$475K 0.13%
1,901
+73
143
$473K 0.13%
7,057
-292
144
$472K 0.13%
1,853
-128
145
$472K 0.13%
12,236
+254
146
$471K 0.13%
725
+30
147
$465K 0.13%
8,575
+332
148
$458K 0.13%
9,731
-109
149
$457K 0.13%
882
+35
150
$453K 0.13%
10,787
-226
4 5
6
7 8