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
$239M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.29M
3
+$2.23M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.23M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.13M

Top Sells

1
+$4.92M
2
+$1.05M
3
+$1.04M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$723K
5
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$716K

Sector Composition

1 Financials 16.83%
2 Technology 13.1%
3 Healthcare 5.56%
4 Energy 4.24%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$262K 0.11%
+830
202
$261K 0.11%
678
203
$261K 0.11%
+3,213
204
$261K 0.11%
4,499
-3
205
$261K 0.11%
7,231
-1,432
206
$260K 0.11%
2,440
+295
207
$258K 0.11%
4,560
+75
208
$257K 0.11%
5,066
-569
209
$255K 0.11%
1,543
+111
210
$253K 0.11%
2,790
-114
211
$251K 0.11%
+563
212
$249K 0.1%
3,140
-7
213
$248K 0.1%
+17,000
214
$248K 0.1%
+1,519
215
$247K 0.1%
+7,847
216
$245K 0.1%
5,878
-155
217
$244K 0.1%
+1,751
218
$241K 0.1%
+91
219
$241K 0.1%
25,770
-3,487
220
$240K 0.1%
2,628
221
$239K 0.1%
+5,814
222
$236K 0.1%
347
-65
223
$236K 0.1%
+1,234
224
$231K 0.1%
4,868
-311
225
$229K 0.1%
701
+88
7 8
9
10 11