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
$239M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.29M
3
+$2.23M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.23M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.13M

Top Sells

1
+$4.92M
2
+$1.05M
3
+$1.04M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$723K
5
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$716K

Sector Composition

1 Financials 16.83%
2 Technology 13.1%
3 Healthcare 5.56%
4 Energy 4.24%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$297K 0.12%
1,212
+138
177
$295K 0.12%
24,988
+8,548
178
$294K 0.12%
1,315
+96
179
$294K 0.12%
25,794
-5,753
180
$292K 0.12%
1,169
-796
181
$291K 0.12%
1,522
+215
182
$286K 0.12%
3,652
+140
183
$285K 0.12%
1,261
-114
184
$285K 0.12%
+3,548
185
$282K 0.12%
+1,870
186
$282K 0.12%
580
+38
187
$280K 0.12%
3,274
+445
188
$279K 0.12%
1,246
+75
189
$279K 0.12%
+6,718
190
$277K 0.12%
1,663
+259
191
$277K 0.12%
776
+72
192
$274K 0.11%
1,290
+183
193
$271K 0.11%
+2,142
194
$271K 0.11%
+3,648
195
$269K 0.11%
8,994
+327
196
$269K 0.11%
+1,101
197
$266K 0.11%
1,513
-123
198
$265K 0.11%
+794
199
$264K 0.11%
767
+111
200
$264K 0.11%
+2,122
6 7
8
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