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
$109M
AUM Growth
-$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.64M
3
+$1.58M
4
NUGT icon
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
+$1.55M
5
BILI icon
Bilibili
BILI
+$1.23M

Top Sells

1
+$4.58M
2
+$2.97M
3
+$2.52M
4
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$1.23M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$919K

Sector Composition

1 Financials 24.47%
2 Technology 13.76%
3 Communication Services 6.77%
4 Energy 6.3%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$183K 0.17%
15,617
-344
152
$174K 0.16%
+23,500
153
$169K 0.15%
14,647
-453
154
$168K 0.15%
31,255
-1,303
155
$156K 0.14%
20,592
-841
156
$154K 0.14%
11,757
+64
157
$137K 0.13%
12,343
-1,572
158
$116K 0.11%
17,243
+1,085
159
$106K 0.1%
10,227
+93
160
$90K 0.08%
5,118
-1,055
161
$87K 0.08%
2,990
162
$68K 0.06%
10,108
-2,745
163
$67K 0.06%
465
+41
164
$56K 0.05%
10,055
165
$55K 0.05%
66,667
166
$51K 0.05%
11,141
+98
167
$38K 0.03%
+10,071
168
$9K 0.01%
333
169
– –
-943
170
– –
-1,478
171
– –
-4,868
172
– –
-606
173
– –
-400
174
– –
-40,000
175
– –
-52,588
4 5 6
7
8