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
$200M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.67M
3
+$5.91M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.79M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.71M

Top Sells

1
+$1.41M
2
+$1.02M
3
+$697K
4
PCT icon
PureCycle Technologies
PCT
+$565K
5
BOIL icon
ProShares Ultra Bloomberg Natural Gas
BOIL
+$537K

Sector Composition

1 Financials 19.2%
2 Technology 11%
3 Healthcare 6.01%
4 Energy 5.19%
5 Communication Services 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$268K 0.13%
+10,096
177
$265K 0.13%
+704
178
$253K 0.13%
965
+65
179
$253K 0.13%
+3,147
180
$252K 0.13%
+4,485
181
$249K 0.12%
+2,305
182
$247K 0.12%
+1,756
183
$247K 0.12%
+1,756
184
$246K 0.12%
+1,307
185
$246K 0.12%
+2,904
186
$245K 0.12%
1,988
-550
187
$245K 0.12%
+7,068
188
$243K 0.12%
+8,616
189
$238K 0.12%
+1,074
190
$238K 0.12%
+5,179
191
$237K 0.12%
8,779
192
$237K 0.12%
+2,829
193
$236K 0.12%
+2,628
194
$233K 0.12%
+6,033
195
$232K 0.12%
+7,499
196
$230K 0.11%
2,800
-918
197
$229K 0.11%
+899
198
$228K 0.11%
+2,590
199
$226K 0.11%
+415
200
$225K 0.11%
+412
6 7
8
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