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
$384M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.76M
3
+$1.75M
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$1.73M
5
ACP
abrdn Income Credit Strategies Fund
ACP
+$1.64M

Top Sells

1
+$6.65M
2
+$4.73M
3
+$2.82M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2M

Sector Composition

1 Technology 16.88%
2 Financials 13.63%
3 Healthcare 4.29%
4 Consumer Discretionary 4.29%
5 Communication Services 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$441K 0.11%
5,953
+513
152
$431K 0.11%
917
+8
153
$428K 0.11%
552
+2
154
$421K 0.11%
3,580
+81
155
$418K 0.11%
1,260
+1
156
$417K 0.11%
3,355
+356
157
$414K 0.11%
18,820
+65
158
$412K 0.11%
1,760
-11
159
$410K 0.11%
648
+21
160
$407K 0.11%
15,869
-7,785
161
$403K 0.11%
1,942
-60
162
$399K 0.1%
+7,161
163
$399K 0.1%
3,174
+622
164
$395K 0.1%
10,309
+251
165
$391K 0.1%
14,278
-6,438
166
$387K 0.1%
1,429
+55
167
$387K 0.1%
1,469
+20
168
$382K 0.1%
650
169
$377K 0.1%
1,832
+40
170
$377K 0.1%
5,017
+186
171
$377K 0.1%
5,959
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172
$375K 0.1%
423
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173
$373K 0.1%
11,097
-1,100
174
$370K 0.1%
+95,720
175
$368K 0.1%
782
+19
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7
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