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DWM

Drive Wealth Management Portfolio holdings

AUM $474M
1-Year Est. Return 23.44%
This Fund
S&P 500
This Quarter Est. Return
+5.84%
1 Year Est. Return
+23.44%
3 Year Est. Return
+72.6%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow %
101.52%
Top 10 Hldgs %
39.83%
Holding
155
New
155
Increased
–
Reduced
–
Closed
–

Top Buys

1
COIN icon
Coinbase
COIN
+$14.1M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$7.34M
3
VVNT
Vivint Smart Home, Inc. Class A Common Stock
VVNT
+$6.94M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.29M
5
AMC icon
AMC Entertainment Holdings
AMC
+$3.89M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.4%
2 Technology 12.97%
3 Industrials 8.76%
4 Consumer Discretionary 7.54%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COIN icon
1
Coinbase
COIN
$44.1B
$12.2M 10.74%
+48,387
New +$14.1M
BRK.A icon
2
Berkshire Hathaway Class A
BRK.A
$1.06T
$7.66M 6.74%
+17
New +$7.34M
VVNT
3
DELISTED
Vivint Smart Home, Inc. Class A Common Stock
VVNT
$6.93M 6.09%
+708,186
New +$6.94M
SPIP icon
4
State Street SPDR Portfolio TIPS ETF
SPIP
$998M
$5.31M 4.67%
+168,432
New +$5.29M
AMC icon
5
AMC Entertainment Holdings
AMC
$1.84B
$3M 2.64%
+11,032
New +$3.89M
BRK.B icon
6
Berkshire Hathaway Class B
BRK.B
$1.05T
$2.56M 2.26%
+8,579
New +$2.46M
SPY icon
7
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$2.12M 1.86%
+4,447
New +$2.04M
AMZN icon
8
Amazon
AMZN
$2.74T
$1.88M 1.65%
+11,280
New +$1.93M
AGG icon
9
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.81M 1.6%
+15,908
New +$1.82M
MSFT icon
10
Microsoft
MSFT
$2.94T
$1.81M 1.6%
+5,396
New +$1.75M
WYNN icon
11
Wynn Resorts
WYNN
$10.1B
$1.77M 1.56%
+20,820
New +$1.84M
AAPL icon
12
Apple
AAPL
$4.81T
$1.61M 1.41%
+9,049
New +$1.43M
MDY icon
13
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$1.34M 1.18%
+2,590
New +$1.32M
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.52T
$1.3M 1.14%
+8,960
New +$1.29M
ADBE icon
15
Adobe
ADBE
$89.2B
$1.24M 1.09%
+2,194
New +$1.37M
EFA icon
16
iShares MSCI EAFE ETF
EFA
$77.5B
$1.23M 1.08%
+15,570
New +$1.23M
JPST icon
17
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$1.17M 1.03%
+23,120
New +$1.17M
MA icon
18
Mastercard
MA
$473B
$1.09M 0.96%
+3,035
New +$1.05M
META icon
19
Meta Platforms (Facebook)
META
$1.73T
$1.09M 0.96%
+3,240
New +$1.08M
QQQ icon
20
Invesco QQQ Trust
QQQ
$481B
$1.02M 0.9%
+2,558
New +$988K
FCX icon
21
Freeport-McMoran
FCX
$87.7B
$992K 0.87%
+23,767
New +$903K
SHY icon
22
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$948K 0.83%
+11,079
New +$950K
CSCO icon
23
Cisco
CSCO
$441B
$940K 0.83%
+14,830
New +$847K
EEM icon
24
iShares MSCI Emerging Markets ETF
EEM
$29B
$937K 0.82%
+19,186
New +$965K
GOOGL icon
25
Alphabet (Google) Class A
GOOGL
$4.53T
$915K 0.8%
+6,320
New +$910K
1
2 3 4 5

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