DWM

Drive Wealth Management Portfolio holdings

AUM $512M
1-Year Est. Return 23.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.15M
3
+$972K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$956K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$854K

Top Sells

1
+$2.18M
2
+$1.55M
3
+$1.47M
4
BILI icon
Bilibili
BILI
+$1.23M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$669K

Sector Composition

1 Financials 23.74%
2 Technology 13.09%
3 Healthcare 6.99%
4 Energy 6.88%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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-5,940
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180
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182
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184
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185
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-48,014
186
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187
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188
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189
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-11,745
190
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-19,879
191
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-1,002
192
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-5,970
4 5 6 7
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