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
$270M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$5.37M
3
+$4.6M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$4.46M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.25M

Top Sells

1
+$5.39M
2
+$4.33M
3
+$3.16M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$2.23M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.61M

Sector Composition

1 Financials 16.14%
2 Technology 14.46%
3 Healthcare 4.94%
4 Consumer Discretionary 3.87%
5 Energy 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$298K 0.11%
+8,555
177
$298K 0.11%
+3,780
178
$298K 0.11%
3,557
-381
179
$297K 0.11%
1,342
+27
180
$293K 0.11%
1,687
+168
181
$291K 0.11%
4,967
-2
182
$289K 0.11%
630
+67
183
$287K 0.11%
26,175
+381
184
$283K 0.1%
1,622
+79
185
$283K 0.1%
1,561
+48
186
$281K 0.1%
1,396
+100
187
$281K 0.1%
1,629
-34
188
$280K 0.1%
633
-45
189
$279K 0.1%
356
+38
190
$277K 0.1%
342
+41
191
$275K 0.1%
5,944
-793
192
$274K 0.1%
6,434
+620
193
$274K 0.1%
+7,676
194
$270K 0.1%
7,247
-5,129
195
$269K 0.1%
2,752
-38
196
$269K 0.1%
1,674
+250
197
$269K 0.1%
+5,218
198
$268K 0.1%
2,704
-194
199
$265K 0.1%
98
+7
200
$264K 0.1%
+2,725
6 7
8
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