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
$384M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.76M
3
+$1.75M
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$1.73M
5
ACP
abrdn Income Credit Strategies Fund
ACP
+$1.64M

Top Sells

1
+$6.65M
2
+$4.73M
3
+$2.82M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2M

Sector Composition

1 Technology 16.88%
2 Financials 13.63%
3 Healthcare 4.29%
4 Consumer Discretionary 4.29%
5 Communication Services 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$316K 0.08%
+37,497
202
$314K 0.08%
4,095
+45
203
$312K 0.08%
4,231
+407
204
$309K 0.08%
39,350
+4,063
205
$309K 0.08%
2,366
+54
206
$309K 0.08%
2,151
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207
$308K 0.08%
1,338
+30
208
$308K 0.08%
1,337
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209
$306K 0.08%
6,771
+407
210
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2,496
-110
211
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31
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212
$303K 0.08%
1,342
213
$300K 0.08%
1,360
-11
214
$296K 0.08%
3,323
+60
215
$296K 0.08%
+6,000
216
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696
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217
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218
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8,413
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219
$289K 0.08%
1,481
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220
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548
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221
$286K 0.07%
+10,164
222
$285K 0.07%
+43,665
223
$285K 0.07%
1,652
-85
224
$283K 0.07%
2,246
+35
225
$282K 0.07%
5,974
+23
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9
10 11