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
$384M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.76M
3
+$1.75M
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$1.73M
5
ACP
abrdn Income Credit Strategies Fund
ACP
+$1.64M

Top Sells

1
+$6.65M
2
+$4.73M
3
+$2.82M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2M

Sector Composition

1 Technology 16.88%
2 Financials 13.63%
3 Healthcare 4.29%
4 Consumer Discretionary 4.29%
5 Communication Services 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$365K 0.09%
809
+31
177
$362K 0.09%
4,012
+105
178
$361K 0.09%
343
+11
179
$358K 0.09%
1,238
+55
180
$355K 0.09%
4,046
-6,083
181
$354K 0.09%
5,446
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182
$353K 0.09%
6,966
-3,925
183
$350K 0.09%
4,243
+26
184
$349K 0.09%
2,799
+92
185
$349K 0.09%
418
-29
186
$347K 0.09%
12,006
-8,590
187
$347K 0.09%
9,714
+534
188
$345K 0.09%
11,164
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189
$339K 0.09%
+1,532
190
$337K 0.09%
35,500
+23,000
191
$334K 0.09%
4,283
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192
$331K 0.09%
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193
$330K 0.09%
1,663
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194
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4,115
-5,980
195
$323K 0.08%
10,837
+208
196
$322K 0.08%
7,940
+215
197
$322K 0.08%
2,360
-618
198
$321K 0.08%
1,441
+59
199
$321K 0.08%
1,796
-173
200
$317K 0.08%
1,856
+76
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8
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