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
$426M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.04M
3
+$4.02M
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$3.25M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.56M

Top Sells

1
+$8.78M
2
+$7.61M
3
+$2.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M
5
PCT icon
PureCycle Technologies
PCT
+$1.83M

Sector Composition

1 Technology 14.87%
2 Financials 11.82%
3 Consumer Discretionary 4.43%
4 Communication Services 4.18%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$569K 0.13%
2,118
-49
127
$563K 0.13%
2,805
-23
128
$556K 0.13%
2,625
-2,184
129
$555K 0.13%
12,653
-3,015
130
$542K 0.13%
+17,891
131
$541K 0.13%
8,862
-16
132
$538K 0.13%
28,208
-1,718
133
$527K 0.12%
6,050
+2,374
134
$523K 0.12%
14,283
-954
135
$520K 0.12%
1,073
-48
136
$513K 0.12%
2,062
+20
137
$504K 0.12%
4,801
-9,651
138
$496K 0.12%
2,905
+937
139
$491K 0.12%
898
-23
140
$486K 0.11%
7,389
-231
141
$483K 0.11%
13,540
-781
142
$478K 0.11%
709
-8
143
$475K 0.11%
6,127
-101
144
$471K 0.11%
+3,703
145
$471K 0.11%
10,382
-1,108
146
$471K 0.11%
12,138
-168
147
$465K 0.11%
1,759
-15
148
$465K 0.11%
39,983
+428
149
$462K 0.11%
5,470
+2,004
150
$455K 0.11%
+4,313
4 5
6
7 8