DWM

Drive Wealth Management Portfolio holdings

AUM $512M
1-Year Est. Return 23.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.28M
3
+$985K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$901K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$871K

Top Sells

1
+$15.3M
2
+$3.49M
3
+$1.29M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$669K

Sector Composition

1 Technology 16.31%
2 Financials 7.32%
3 Communication Services 5.05%
4 Consumer Discretionary 4.66%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$454K 0.1%
1,273
+40
177
$452K 0.1%
4,294
+168
178
$433K 0.09%
+7,871
179
$432K 0.09%
618
-6
180
$427K 0.09%
1,463
+78
181
$425K 0.09%
1,542
+85
182
$423K 0.09%
1,047
-162
183
$413K 0.09%
1,251
+160
184
$404K 0.09%
4,507
-294
185
$402K 0.09%
+8,634
186
$401K 0.09%
1,800
+24
187
$400K 0.09%
755
+36
188
$397K 0.09%
846
+50
189
$392K 0.09%
1,350
+59
190
$389K 0.09%
+227,657
191
$387K 0.08%
2,939
+139
192
$385K 0.08%
1,737
-147
193
$384K 0.08%
13,125
+489
194
$382K 0.08%
4,237
-113
195
$379K 0.08%
+494
196
$378K 0.08%
770
-2
197
$376K 0.08%
7,332
+15
198
$376K 0.08%
5,411
-26
199
$374K 0.08%
1,067
-47
200
$373K 0.08%
8,234
+269
6 7
8
9 10