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
$371M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.2M
3
+$1.11M
4
XOM icon
Exxon Mobil
XOM
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$860K

Top Sells

1
+$3.07M
2
+$1.54M
3
+$870K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$789K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$788K

Sector Composition

1 Technology 16.72%
2 Financials 13.71%
3 Healthcare 4.69%
4 Consumer Discretionary 4.01%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$437K 0.12%
10,691
-1,200
152
$434K 0.12%
2,092
+69
153
$427K 0.12%
2,002
+56
154
$426K 0.11%
2,111
+15
155
$418K 0.11%
1,894
+41
156
$414K 0.11%
3,285
-57
157
$408K 0.11%
1,633
+59
158
$408K 0.11%
2,978
-235
159
$404K 0.11%
1,969
-12
160
$399K 0.11%
1,661
+164
161
$397K 0.11%
20,165
-6,060
162
$395K 0.11%
1,259
+47
163
$390K 0.11%
863
+33
164
$388K 0.1%
909
+27
165
$385K 0.1%
3,499
+104
166
$378K 0.1%
2,378
-539
167
$375K 0.1%
650
+16
168
$367K 0.1%
5,187
+1,416
169
$360K 0.1%
1,771
+48
170
$359K 0.1%
604
+13
171
$358K 0.1%
18,755
-1,090
172
$358K 0.1%
5,440
-128
173
$355K 0.1%
2,999
+650
174
$351K 0.09%
4,831
+119
175
$349K 0.09%
332
+8
5 6
7
8 9