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
$371M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.2M
3
+$1.11M
4
XOM icon
Exxon Mobil
XOM
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$860K

Top Sells

1
+$3.07M
2
+$1.54M
3
+$870K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$789K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$788K

Sector Composition

1 Technology 16.72%
2 Financials 13.71%
3 Healthcare 4.69%
4 Consumer Discretionary 4.01%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$519K 0.14%
15,161
+1,480
127
$518K 0.14%
28,893
+2,242
128
$516K 0.14%
1,101
+22
129
$508K 0.14%
7,524
+106
130
$507K 0.14%
1,955
+54
131
$504K 0.14%
6,989
-68
132
$504K 0.14%
1,524
+37
133
$502K 0.14%
637
+16
134
$499K 0.13%
6,185
+20
135
$494K 0.13%
912
+30
136
$493K 0.13%
750
+25
137
$492K 0.13%
41,443
+2,940
138
$479K 0.13%
9,855
+124
139
$471K 0.13%
10,058
+405
140
$467K 0.13%
1,831
-76
141
$465K 0.13%
1,042
+29
142
$460K 0.12%
42,476
-227
143
$457K 0.12%
447
+4
144
$453K 0.12%
550
+18
145
$453K 0.12%
10,975
+188
146
$449K 0.12%
822
+8
147
$449K 0.12%
1,546
+10
148
$448K 0.12%
4,780
-8,414
149
$439K 0.12%
10,578
-1,115
150
$439K 0.12%
12,197
-39
4 5
6
7 8