DWM

Drive Wealth Management Portfolio holdings

AUM $474M
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$472M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$5.93M
3
+$4.43M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.09M
5
CDX icon
Simplify High Yield ETF
CDX
+$3.09M

Top Sells

1
+$7.55M
2
+$7.53M
3
+$3.04M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.58M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.52M

Sector Composition

1 Technology 17.18%
2 Financials 7.04%
3 Communication Services 5.65%
4 Consumer Discretionary 5.17%
5 Healthcare 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$380K 0.08%
1,914
-342
202
$380K 0.08%
1,341
-9
203
$379K 0.08%
8,681
+47
204
$378K 0.08%
780
+10
205
$375K 0.08%
1,302
+51
206
$369K 0.08%
3,672
+1,269
207
$368K 0.08%
1,794
-6
208
$361K 0.08%
1,029
+26
209
$357K 0.08%
1,803
+549
210
$356K 0.08%
21,280
+320
211
$354K 0.08%
508
+14
212
$352K 0.07%
449
-12
213
$349K 0.07%
1,615
+36
214
$347K 0.07%
680
+12
215
$347K 0.07%
+6,866
216
$345K 0.07%
3,037
-377
217
$345K 0.07%
+10,514
218
$343K 0.07%
3,288
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219
$343K 0.07%
1,323
+14
220
$336K 0.07%
+4,099
221
$336K 0.07%
8,643
222
$329K 0.07%
+11,935
223
$326K 0.07%
10,797
-144
224
$325K 0.07%
12,446
+329
225
$325K 0.07%
3,940
-2
7 8
9
10 11