DWM
Drive Wealth Management Portfolio holdings
AUM $426M
AUM
$426M
AUM Growth
+$17.7M (+4%)
Cap. Flow
+$57.5M
Cap. Flow % of AUM
13.51%
Top 10 Holdings %Top 10 Hldgs %
33.12%
Holding
395
New
53
Increased
115
Reduced
151
Closed
71
Top Buys
| 1 | $5.25M | |
| 2 | $4.04M | |
| 3 | $4.02M | |
| 4 | $3.25M | |
| 5 | $2.56M |
Top Sells
| 1 | $8.78M | |
| 2 | $1.9M | |
| 3 | $1.83M | |
| 4 | $1.58M | |
| 5 | $1.01M |
Sector Composition
| 1 | Technology | 14.94% |
| 2 | Financials | 11.82% |
| 3 | Consumer Discretionary | 4.43% |
| 4 | Communication Services | 4.11% |
| 5 | Healthcare | 3.94% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $380K | 0.09% | 5,221 +49 | +1% | +$3.57K | |||
| $380K | 0.09% | 624 -28 | -4% | -$17K | |||
| $379K | 0.09% | 8,730 +159 | +2% | +$6.91K | |||
| $378K | 0.09% | 1,385 -116 | -8% | -$31.6K | |||
| $371K | 0.09% | 796 +310 | +64% | +$144K | |||
| $369K | 0.09% | 543 +5 | +0.9% | +$3.4K | |||
| $367K | 0.09% | 5,207 -1,492 | -22% | -$105K | |||
| $365K | 0.09% | 1,776 -55 | -3% | -$11.3K | |||
| $364K | 0.09% | 4,031 -3,867 | -49% | -$350K | |||
| $363K | 0.09% | 7,317 -2,267 | -24% | -$112K | |||
| $362K | 0.09% | 1,485 +24 | +2% | +$5.86K | |||
| $359K | 0.08% | 1,091 -101 | -8% | -$33.2K | |||
| $357K | 0.08% | 8,482 -125 | -1% | -$5.26K | |||
| $357K | 0.08% | 812 -16 | -2% | -$7.03K | |||
| $356K | 0.08% | 8,453 -772 | -8% | -$32.5K | |||
| $353K | 0.08% | 7,965 -154 | -2% | -$6.82K | |||
| $349K | 0.08% | 429 -18 | -4% | -$14.7K | |||
| $349K | 0.08% | 1,209 +126 | +12% | +$36.3K | |||
| $347K | 0.08% | 1,391 -86 | -6% | -$21.5K | |||
| $345K | 0.08% | 925 +103 | +13% | +$38.4K | |||
| $341K | 0.08% | 2,453 -29 | -1% | -$4.03K | |||
| $340K | 0.08% | 682 -1,067 | -61% | -$531K | |||
| $339K | 0.08% | 3,359 +549 | +20% | +$55.4K | |||
| $335K | 0.08% | 1,472 +4 | +0.3% | +$912 | |||
| $335K | 0.08% | 1,233 -50 | -4% | -$13.6K |
