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
$239M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.29M
3
+$2.23M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.23M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.13M

Top Sells

1
+$4.92M
2
+$1.05M
3
+$1.04M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$723K
5
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$716K

Sector Composition

1 Financials 16.83%
2 Technology 13.1%
3 Healthcare 5.56%
4 Energy 4.24%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$353K 0.15%
+41,434
152
$346K 0.14%
3,938
-533
153
$346K 0.14%
1,516
-58
154
$342K 0.14%
19,204
+8,333
155
$342K 0.14%
+3,489
156
$339K 0.14%
4,091
+31
157
$337K 0.14%
1,319
+7
158
$336K 0.14%
+9,475
159
$330K 0.14%
4,674
-1,173
160
$323K 0.14%
1,765
-1,304
161
$320K 0.13%
3,161
+147
162
$319K 0.13%
8,254
-743
163
$318K 0.13%
8,269
-982
164
$316K 0.13%
29,092
-1,388
165
$314K 0.13%
17,613
-10
166
$311K 0.13%
6,728
+717
167
$310K 0.13%
25,883
+3,374
168
$308K 0.13%
12,087
+165
169
$307K 0.13%
6,737
-715
170
$306K 0.13%
10,968
+2,352
171
$306K 0.13%
665
+90
172
$303K 0.13%
18,731
+253
173
$303K 0.13%
+12,914
174
$302K 0.13%
2,898
-150
175
$298K 0.12%
+4,969
5 6
7
8 9