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
$310M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.92M
3
+$2.71M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.7M
5
UNH icon
UnitedHealth
UNH
+$1.6M

Top Sells

1
+$2.8M
2
+$2.62M
3
+$1.97M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.96M
5
FSK icon
FS KKR Capital
FSK
+$1.71M

Sector Composition

1 Technology 16.01%
2 Financials 15.06%
3 Healthcare 5.08%
4 Consumer Discretionary 3.97%
5 Energy 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$399K 0.13%
847
+70
152
$397K 0.13%
11,982
+84
153
$396K 0.13%
3,636
+830
154
$393K 0.13%
4,194
+72
155
$393K 0.13%
5,391
+167
156
$392K 0.13%
11,951
-3,732
157
$391K 0.13%
1,485
+57
158
$377K 0.12%
4,526
-2,782
159
$373K 0.12%
1,592
-45
160
$369K 0.12%
10,925
+794
161
$368K 0.12%
7,599
-2,294
162
$365K 0.12%
4,276
+336
163
$364K 0.12%
1,513
+49
164
$361K 0.12%
4,280
165
$361K 0.12%
+2,452
166
$358K 0.12%
1,953
+102
167
$357K 0.12%
35,836
-40
168
$355K 0.11%
7,146
+232
169
$349K 0.11%
+5,406
170
$349K 0.11%
5,505
+255
171
$344K 0.11%
1,485
-140
172
$342K 0.11%
2,210
+163
173
$341K 0.11%
8,492
-48,949
174
$341K 0.11%
1,906
-21
175
$341K 0.11%
3,349
-826
5 6
7
8 9