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
$274M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4M
3
+$2.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.73M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.5M

Top Sells

1
+$3.5M
2
+$1.57M
3
+$1.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.38M
5
UNH icon
UnitedHealth
UNH
+$1.35M

Sector Composition

1 Financials 15.86%
2 Technology 14.77%
3 Energy 4.24%
4 Healthcare 4.22%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$355K 0.13%
1,021
+91
152
$348K 0.13%
952
+96
153
$344K 0.13%
4,664
+394
154
$343K 0.13%
671
+41
155
$338K 0.12%
777
+219
156
$334K 0.12%
8,772
-32
157
$333K 0.12%
1,851
+177
158
$332K 0.12%
4,537
-928
159
$331K 0.12%
1,428
+86
160
$325K 0.12%
3,434
-1,118
161
$325K 0.12%
4,726
-1,476
162
$323K 0.12%
4,280
+500
163
$323K 0.12%
372
+30
164
$322K 0.12%
9,931
+2,684
165
$320K 0.12%
3,116
-344
166
$318K 0.12%
1,660
+111
167
$318K 0.12%
5,250
+345
168
$312K 0.11%
1,464
+68
169
$309K 0.11%
1,639
+78
170
$304K 0.11%
10,131
+579
171
$304K 0.11%
+6,000
172
$303K 0.11%
8,747
+1,071
173
$302K 0.11%
1,478
+124
174
$297K 0.11%
11,304
-2,705
175
$296K 0.11%
96
-2
5 6
7
8 9