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
$371M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.2M
3
+$1.11M
4
XOM icon
Exxon Mobil
XOM
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$860K

Top Sells

1
+$3.07M
2
+$1.54M
3
+$870K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$789K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$788K

Sector Composition

1 Technology 16.72%
2 Financials 13.71%
3 Healthcare 4.69%
4 Consumer Discretionary 4.01%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$345K 0.09%
1,449
+34
177
$345K 0.09%
87
-4
178
$341K 0.09%
10,465
+5
179
$341K 0.09%
1,876
+375
180
$330K 0.09%
4,232
+400
181
$328K 0.09%
11,100
+349
182
$322K 0.09%
2,606
+54
183
$318K 0.09%
1,374
+37
184
$317K 0.09%
627
+10
185
$317K 0.09%
5,767
-246
186
$316K 0.09%
418
187
$314K 0.08%
1,792
+64
188
$312K 0.08%
763
+19
189
$306K 0.08%
10,629
+223
190
$304K 0.08%
1,342
191
$303K 0.08%
2,552
+6
192
$303K 0.08%
3,907
+448
193
$303K 0.08%
1,183
+41
194
$302K 0.08%
1,780
+88
195
$301K 0.08%
778
+24
196
$301K 0.08%
1,320
+74
197
$297K 0.08%
2,887
+76
198
$296K 0.08%
4,217
+141
199
$295K 0.08%
958
+18
200
$293K 0.08%
1,657
+9
6 7
8
9 10