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
$270M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$5.37M
3
+$4.6M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$4.46M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.25M

Top Sells

1
+$5.39M
2
+$4.33M
3
+$3.16M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$2.23M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.61M

Sector Composition

1 Financials 16.14%
2 Technology 14.46%
3 Healthcare 4.94%
4 Consumer Discretionary 3.87%
5 Energy 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$344K 0.13%
29,402
+3,519
152
$343K 0.13%
856
+89
153
$342K 0.13%
6,818
+1,752
154
$342K 0.13%
4,603
-653
155
$341K 0.13%
29,019
+4,031
156
$337K 0.13%
1,342
+130
157
$333K 0.12%
3,932
+280
158
$331K 0.12%
4,457
-230
159
$329K 0.12%
30,045
-3,265
160
$329K 0.12%
7,246
-1,023
161
$327K 0.12%
930
+100
162
$327K 0.12%
1,549
+259
163
$324K 0.12%
11,372
+404
164
$323K 0.12%
4,845
-1,133
165
$322K 0.12%
1,498
-18
166
$321K 0.12%
+4,270
167
$315K 0.12%
11,618
-469
168
$312K 0.12%
4,905
+345
169
$312K 0.12%
2,281
+139
170
$310K 0.12%
3,255
+94
171
$310K 0.11%
9,552
+1,705
172
$303K 0.11%
8,900
-94
173
$301K 0.11%
28,237
-855
174
$301K 0.11%
17,398
-1,333
175
$299K 0.11%
35,876
-10
5 6
7
8 9