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
$408M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$7.43M
3
+$2.79M
4
KNF icon
Knife River
KNF
+$2.06M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$1.22M

Top Sells

1
+$4.7M
2
+$3.14M
3
+$1.76M
4
JNJ icon
Johnson & Johnson
JNJ
+$856K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$684K

Sector Composition

1 Technology 16.36%
2 Financials 13.18%
3 Consumer Discretionary 4.9%
4 Healthcare 4%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$527K 0.13%
921
+24
127
$517K 0.13%
15,237
-20
128
$517K 0.13%
14,321
+205
129
$507K 0.12%
1,722
+29
130
$505K 0.12%
24,550
131
$502K 0.12%
8,878
+182
132
$491K 0.12%
10,849
-1,457
133
$488K 0.12%
1,976
+26
134
$487K 0.12%
916
-1
135
$486K 0.12%
701
+283
136
$484K 0.12%
3,976
+2,221
137
$483K 0.12%
10,065
-961
138
$478K 0.12%
760
+18
139
$476K 0.12%
9,584
-16
140
$472K 0.12%
2,828
+285
141
$472K 0.12%
5,324
-1,132
142
$470K 0.12%
101,209
+5,489
143
$466K 0.11%
12,229
+2,497
144
$461K 0.11%
11,376
+1,067
145
$459K 0.11%
11,490
+352
146
$451K 0.11%
1,121
+12
147
$449K 0.11%
2,042
+510
148
$449K 0.11%
3,713
+133
149
$446K 0.11%
2,743
-1,257
150
$444K 0.11%
1,495
+66
4 5
6
7 8