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
$200M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.67M
3
+$5.91M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.79M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.71M

Top Sells

1
+$1.41M
2
+$1.02M
3
+$697K
4
PCT icon
PureCycle Technologies
PCT
+$565K
5
BOIL icon
ProShares Ultra Bloomberg Natural Gas
BOIL
+$537K

Sector Composition

1 Financials 19.2%
2 Technology 11%
3 Healthcare 6.01%
4 Energy 5.19%
5 Communication Services 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$323K 0.16%
+2,376
152
$321K 0.16%
30,480
+72
153
$314K 0.16%
3,014
-4,421
154
$306K 0.15%
+13,910
155
$306K 0.15%
4,070
+1,220
156
$303K 0.15%
32,213
-5,117
157
$302K 0.15%
+3,048
158
$301K 0.15%
+8,663
159
$300K 0.15%
18,478
-6,677
160
$295K 0.15%
+575
161
$293K 0.15%
+1,219
162
$289K 0.14%
+11,922
163
$285K 0.14%
1,636
+85
164
$285K 0.14%
1,913
+142
165
$281K 0.14%
2,120
-805
166
$280K 0.14%
+3,512
167
$279K 0.14%
5,635
-131
168
$278K 0.14%
+6,011
169
$278K 0.14%
542
-107
170
$278K 0.14%
+5,340
171
$276K 0.14%
+1,171
172
$275K 0.14%
4,342
-944
173
$272K 0.14%
22,509
-5,830
174
$271K 0.14%
+1,375
175
$269K 0.13%
8,667
+792
5 6
7
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