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
$200M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.67M
3
+$5.91M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.79M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.71M

Top Sells

1
+$1.41M
2
+$1.02M
3
+$697K
4
PCT icon
PureCycle Technologies
PCT
+$565K
5
BOIL icon
ProShares Ultra Bloomberg Natural Gas
BOIL
+$537K

Sector Composition

1 Financials 19.2%
2 Technology 11%
3 Healthcare 6.01%
4 Energy 5.19%
5 Communication Services 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$220K 0.11%
+656
202
$217K 0.11%
1,161
-733
203
$217K 0.11%
+678
204
$215K 0.11%
+6,771
205
$214K 0.11%
+3,302
206
$214K 0.11%
+2,145
207
$212K 0.11%
+1,432
208
$211K 0.11%
2,202
-105
209
$211K 0.11%
+1,107
210
$210K 0.11%
+613
211
$209K 0.1%
+3,904
212
$209K 0.1%
+1,114
213
$209K 0.1%
17,942
-3,094
214
$208K 0.1%
1,894
-724
215
$207K 0.1%
4,812
-247
216
$207K 0.1%
20,248
+8,406
217
$206K 0.1%
1,404
-74
218
$205K 0.1%
+6,114
219
$204K 0.1%
1,630
-1,319
220
$204K 0.1%
+39,075
221
$203K 0.1%
+5,181
222
$201K 0.1%
17,069
-18,503
223
$201K 0.1%
24,686
-31
224
$200K 0.1%
16,440
-10,857
225
$183K 0.09%
17,623
-50
7 8
9
10 11