DWM

Drive Wealth Management Portfolio holdings

AUM $512M
1-Year Est. Return 23.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.28M
3
+$985K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$901K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$871K

Top Sells

1
+$15.3M
2
+$3.49M
3
+$1.29M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$669K

Sector Composition

1 Technology 16.31%
2 Financials 7.32%
3 Communication Services 5.05%
4 Consumer Discretionary 4.66%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$373K 0.08%
3,160
+493
202
$369K 0.08%
1,521
+19
203
$368K 0.08%
10,941
+357
204
$368K 0.08%
2,400
-53
205
$368K 0.08%
3,414
+474
206
$367K 0.08%
4,220
+142
207
$367K 0.08%
461
+32
208
$366K 0.08%
3,749
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209
$360K 0.08%
10,651
-114
210
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+7,834
211
$355K 0.08%
3,238
+340
212
$354K 0.08%
8,115
-615
213
$353K 0.08%
3,286
-73
214
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95
-5
215
$349K 0.08%
1,309
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216
$344K 0.08%
815
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217
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1,867
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218
$337K 0.07%
+4,174
219
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1,519
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220
$331K 0.07%
1,579
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221
$328K 0.07%
4,098
+67
222
$328K 0.07%
3,489
-3
223
$328K 0.07%
3,576
-901
224
$327K 0.07%
8,643
+970
225
$325K 0.07%
1,471
-1
7 8
9
10 11