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
$357M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.99M
3
+$2.14M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.79M

Top Sells

1
+$1.29M
2
+$1.04M
3
+$722K
4
CNC icon
Centene
CNC
+$593K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$546K

Sector Composition

1 Technology 15.41%
2 Financials 14.49%
3 Healthcare 4.48%
4 Consumer Discretionary 3.62%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$302K 0.08%
6,013
-1,586
202
$299K 0.08%
3,975
-1,530
203
$297K 0.08%
1,142
+1
204
$297K 0.08%
1,728
+56
205
$296K 0.08%
9,053
-2,898
206
$296K 0.08%
5,106
-139
207
$294K 0.08%
2,546
-170
208
$293K 0.08%
940
+10
209
$290K 0.08%
4,149
+223
210
$290K 0.08%
1,501
-253
211
$290K 0.08%
1,345
-157
212
$284K 0.08%
4,245
-1,066
213
$283K 0.08%
2,811
-2,609
214
$283K 0.08%
3,614
-32
215
$280K 0.08%
2,349
-12
216
$279K 0.08%
1,342
217
$279K 0.08%
8,109
+1,061
218
$275K 0.08%
10,406
-256
219
$275K 0.08%
1,333
-28
220
$271K 0.08%
2,120
-28
221
$270K 0.08%
1,268
-131
222
$269K 0.08%
+8,419
223
$269K 0.08%
2,664
+166
224
$268K 0.08%
754
+9
225
$261K 0.07%
5,489
-1,361
7 8
9
10 11