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
$119M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$3.46M
3
+$2.97M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$2.52M
5
XOM icon
Exxon Mobil
XOM
+$1.71M

Top Sells

1
+$7.21M
2
+$3.15M
3
+$3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.12M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.81M

Sector Composition

1 Financials 25.22%
2 Technology 12.69%
3 Energy 6.45%
4 Healthcare 6.4%
5 Communication Services 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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198
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