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
$371M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.2M
3
+$1.11M
4
XOM icon
Exxon Mobil
XOM
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$860K

Top Sells

1
+$3.07M
2
+$1.54M
3
+$870K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$789K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$788K

Sector Composition

1 Technology 16.72%
2 Financials 13.71%
3 Healthcare 4.69%
4 Consumer Discretionary 4.01%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$292K 0.08%
2,095
+206
202
$291K 0.08%
1,382
+49
203
$288K 0.08%
9,180
-140
204
$288K 0.08%
5,245
-2
205
$288K 0.08%
2,707
+43
206
$286K 0.08%
5,288
+182
207
$286K 0.08%
8,543
-154
208
$285K 0.08%
1,308
+40
209
$285K 0.08%
3,644
-71
210
$285K 0.08%
4,050
+75
211
$284K 0.08%
2,259
+139
212
$282K 0.08%
2,385
+26
213
$280K 0.08%
2,781
-30
214
$280K 0.08%
5,893
+1,204
215
$279K 0.08%
20,838
+422
216
$278K 0.08%
1,737
+14
217
$277K 0.07%
6,364
+273
218
$276K 0.07%
3,722
+108
219
$276K 0.07%
2,590
+80
220
$276K 0.07%
6,636
-1,939
221
$275K 0.07%
7,725
+1,104
222
$273K 0.07%
8,369
-684
223
$271K 0.07%
+8,410
224
$270K 0.07%
1,371
+26
225
$269K 0.07%
962
+33
7 8
9
10 11