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
$384M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.76M
3
+$1.75M
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$1.73M
5
ACP
abrdn Income Credit Strategies Fund
ACP
+$1.64M

Top Sells

1
+$6.65M
2
+$4.73M
3
+$2.82M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2M

Sector Composition

1 Technology 16.88%
2 Financials 13.63%
3 Healthcare 4.29%
4 Consumer Discretionary 4.29%
5 Communication Services 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$500K 0.13%
11,138
+163
127
$499K 0.13%
+5,682
128
$498K 0.13%
2,172
+61
129
$495K 0.13%
7,573
+49
130
$486K 0.13%
9,732
-123
131
$483K 0.13%
4,924
+144
132
$481K 0.13%
925
+13
133
$480K 0.13%
2,543
+165
134
$477K 0.12%
9,228
+394
135
$474K 0.12%
4,574
-2,202
136
$473K 0.12%
956
-22
137
$473K 0.12%
112
+25
138
$471K 0.12%
+8,555
139
$471K 0.12%
1,693
+32
140
$469K 0.12%
+9,600
141
$469K 0.12%
1,550
+4
142
$464K 0.12%
3,251
-34
143
$461K 0.12%
742
-8
144
$451K 0.12%
5,332
+145
145
$450K 0.12%
8,696
+2,060
146
$448K 0.12%
10,383
-195
147
$448K 0.12%
6,797
-192
148
$447K 0.12%
1,606
-27
149
$444K 0.12%
897
+34
150
$442K 0.12%
10,444
-247
4 5
6
7 8