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
$357M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.99M
3
+$2.14M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.79M

Top Sells

1
+$1.29M
2
+$1.04M
3
+$722K
4
CNC icon
Centene
CNC
+$593K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$546K

Sector Composition

1 Technology 15.41%
2 Financials 14.49%
3 Healthcare 4.48%
4 Consumer Discretionary 3.62%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$451K 0.13%
1,079
+8
152
$450K 0.13%
+18,353
153
$435K 0.12%
15,671
-5,719
154
$434K 0.12%
1,536
-139
155
$431K 0.12%
1,013
+15
156
$430K 0.12%
5,928
+320
157
$429K 0.12%
443
+1
158
$429K 0.12%
7,418
+272
159
$427K 0.12%
814
-915
160
$418K 0.12%
2,023
+33
161
$415K 0.12%
1,946
+40
162
$409K 0.11%
2,096
-114
163
$409K 0.11%
2,917
-432
164
$397K 0.11%
1,723
+41
165
$394K 0.11%
1,574
+89
166
$392K 0.11%
5,568
+177
167
$386K 0.11%
882
+57
168
$386K 0.11%
4,189
+965
169
$382K 0.11%
1,415
-70
170
$379K 0.11%
1,212
-301
171
$376K 0.11%
1,497
-95
172
$372K 0.1%
532
+25
173
$363K 0.1%
+21,836
174
$363K 0.1%
4,712
+21
175
$361K 0.1%
1,648
+92
5 6
7
8 9