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
$274M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4M
3
+$2.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.73M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.5M

Top Sells

1
+$3.5M
2
+$1.57M
3
+$1.44M
4
GLD icon
SPDR Gold Trust
GLD
+$1.38M
5
UNH icon
UnitedHealth
UNH
+$1.35M

Sector Composition

1 Financials 15.86%
2 Technology 14.77%
3 Energy 4.24%
4 Healthcare 4.22%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$251K 0.09%
546
+51
202
$248K 0.09%
1,664
+42
203
$247K 0.09%
1,300
+83
204
$246K 0.09%
+299
205
$244K 0.09%
2,620
-105
206
$244K 0.09%
5,397
-1,849
207
$243K 0.09%
+9,873
208
$242K 0.09%
+5,252
209
$241K 0.09%
+495
210
$241K 0.09%
636
+105
211
$238K 0.09%
14,738
-2,660
212
$236K 0.09%
401
+43
213
$234K 0.09%
2,318
+361
214
$234K 0.09%
10,111
+1,141
215
$232K 0.08%
716
+32
216
$230K 0.08%
3,489
-1,114
217
$230K 0.08%
5,335
+401
218
$229K 0.08%
888
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219
$229K 0.08%
7,065
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220
$229K 0.08%
23,339
221
$227K 0.08%
+1,087
222
$223K 0.08%
+1,750
223
$223K 0.08%
486
+47
224
$222K 0.08%
6,470
-455
225
$222K 0.08%
23,175
-3,000
7 8
9
10 11