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
$310M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.92M
3
+$2.71M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.7M
5
UNH icon
UnitedHealth
UNH
+$1.6M

Top Sells

1
+$2.8M
2
+$2.62M
3
+$1.97M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.96M
5
FSK icon
FS KKR Capital
FSK
+$1.71M

Sector Composition

1 Technology 16.01%
2 Financials 15.06%
3 Healthcare 5.08%
4 Consumer Discretionary 3.97%
5 Energy 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$289K 0.09%
4,691
+163
202
$287K 0.09%
558
+12
203
$286K 0.09%
2,716
-36
204
$280K 0.09%
8,640
+512
205
$279K 0.09%
10,872
-6,317
206
$276K 0.09%
2,467
+149
207
$274K 0.09%
2,854
-80
208
$273K 0.09%
311
+12
209
$272K 0.09%
4,119
+82
210
$270K 0.09%
2,682
+155
211
$269K 0.09%
+1,405
212
$263K 0.09%
3,911
+170
213
$263K 0.08%
1,326
+113
214
$262K 0.08%
2,361
-925
215
$261K 0.08%
4,407
-68
216
$261K 0.08%
18,056
-10,429
217
$261K 0.08%
+566
218
$260K 0.08%
2,148
+47
219
$259K 0.08%
1,141
+54
220
$258K 0.08%
1,606
+69
221
$258K 0.08%
1,342
-4
222
$258K 0.08%
1,361
+61
223
$257K 0.08%
5,245
-90
224
$257K 0.08%
3,662
+405
225
$256K 0.08%
+3,926
7 8
9
10 11