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
$274M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4M
3
+$2.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.73M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.5M

Top Sells

1
+$3.5M
2
+$1.57M
3
+$1.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.38M
5
UNH icon
UnitedHealth
UNH
+$1.35M

Sector Composition

1 Financials 15.86%
2 Technology 14.77%
3 Energy 4.24%
4 Healthcare 4.22%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$294K 0.11%
1,927
+240
177
$291K 0.11%
6,914
+480
178
$288K 0.11%
1,439
+99
179
$287K 0.1%
35,876
180
$287K 0.1%
4,895
+394
181
$286K 0.1%
27,599
-1,420
182
$277K 0.1%
+7,567
183
$276K 0.1%
28,395
-1,650
184
$276K 0.1%
380
+24
185
$269K 0.1%
2,806
-876
186
$268K 0.1%
3,940
+494
187
$268K 0.1%
2,934
+230
188
$268K 0.1%
1,539
-90
189
$266K 0.1%
+2,101
190
$265K 0.1%
8,624
-276
191
$265K 0.1%
2,047
-234
192
$264K 0.1%
4,521
-324
193
$263K 0.1%
1,890
+126
194
$263K 0.1%
633
195
$260K 0.1%
2,752
196
$260K 0.1%
9,926
-1,692
197
$260K 0.09%
787
+102
198
$256K 0.09%
4,475
-492
199
$254K 0.09%
4,037
+7
200
$253K 0.09%
3,741
+482
6 7
8
9 10