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
$357M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.99M
3
+$2.14M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.79M

Top Sells

1
+$1.29M
2
+$1.04M
3
+$722K
4
CNC icon
Centene
CNC
+$593K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$546K

Sector Composition

1 Technology 15.41%
2 Financials 14.49%
3 Healthcare 4.48%
4 Consumer Discretionary 3.62%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$359K 0.1%
9,320
+680
177
$357K 0.1%
13,919
-5,151
178
$349K 0.1%
19,845
-4,335
179
$348K 0.1%
2,811
+129
180
$347K 0.1%
830
+11
181
$345K 0.1%
418
+11
182
$344K 0.1%
3,395
-799
183
$343K 0.1%
1,723
+27
184
$343K 0.1%
617
+51
185
$338K 0.09%
591
+33
186
$332K 0.09%
634
+1
187
$330K 0.09%
91
+1
188
$330K 0.09%
10,751
+449
189
$329K 0.09%
2,552
+85
190
$325K 0.09%
4,069
-51
191
$324K 0.09%
744
+44
192
$322K 0.09%
8,697
-93
193
$321K 0.09%
3,397
-239
194
$317K 0.09%
5,247
-159
195
$312K 0.09%
324
+13
196
$311K 0.09%
+2,359
197
$308K 0.09%
3,715
-811
198
$304K 0.09%
1,337
-445
199
$303K 0.09%
+10,460
200
$302K 0.08%
4,076
-43
6 7
8
9 10