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
$426M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.04M
3
+$4.02M
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$3.25M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.56M

Top Sells

1
+$8.78M
2
+$7.61M
3
+$2.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M
5
PCT icon
PureCycle Technologies
PCT
+$1.83M

Sector Composition

1 Technology 14.87%
2 Financials 11.82%
3 Consumer Discretionary 4.43%
4 Communication Services 4.18%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$455K 0.11%
3,686
-3,471
152
$453K 0.11%
6,182
+47
153
$442K 0.1%
3,629
-84
154
$440K 0.1%
936
-667
155
$439K 0.1%
1,884
-92
156
$439K 0.1%
4,477
-5,718
157
$432K 0.1%
891
-25
158
$426K 0.1%
7,207
+171
159
$425K 0.1%
4,621
+165
160
$417K 0.1%
4,057
-726
161
$415K 0.1%
4,350
+225
162
$415K 0.1%
14,025
+403
163
$413K 0.1%
2,847
+104
164
$408K 0.1%
2,655
-3,723
165
$406K 0.1%
3,624
+485
166
$401K 0.09%
5,439
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167
$398K 0.09%
+31,017
168
$393K 0.09%
1,460
-35
169
$391K 0.09%
1,291
-26
170
$390K 0.09%
4,488
-94
171
$387K 0.09%
+15,868
172
$387K 0.09%
1,457
+31
173
$386K 0.09%
12,000
-1,704
174
$385K 0.09%
5,437
-587
175
$381K 0.09%
100
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5 6
7
8 9