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
$310M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.92M
3
+$2.71M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.7M
5
UNH icon
UnitedHealth
UNH
+$1.6M

Top Sells

1
+$2.8M
2
+$2.62M
3
+$1.97M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.96M
5
FSK icon
FS KKR Capital
FSK
+$1.71M

Sector Composition

1 Technology 16.01%
2 Financials 15.06%
3 Healthcare 5.08%
4 Consumer Discretionary 3.97%
5 Energy 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$339K 0.11%
1,696
+57
177
$337K 0.11%
+10,202
178
$335K 0.11%
442
+41
179
$334K 0.11%
1,782
+118
180
$330K 0.11%
5,608
+356
181
$328K 0.11%
6,850
-1,113
182
$327K 0.11%
407
+27
183
$326K 0.11%
5,311
+790
184
$325K 0.1%
+4,120
185
$324K 0.1%
1,502
+63
186
$320K 0.1%
+1,682
187
$319K 0.1%
90
-6
188
$318K 0.1%
10,302
+429
189
$317K 0.1%
1,990
+100
190
$316K 0.1%
819
+103
191
$316K 0.1%
1,556
+78
192
$314K 0.1%
825
+38
193
$308K 0.1%
3,224
-1,932
194
$307K 0.1%
633
195
$305K 0.1%
8,790
+166
196
$300K 0.1%
8,337
-3,734
197
$295K 0.1%
25,375
+2,200
198
$295K 0.1%
1,496
-43
199
$295K 0.1%
507
+21
200
$293K 0.09%
+4,828
6 7
8
9 10