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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.66M
3
+$6.93M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.31M
5
AMC icon
AMC Entertainment Holdings
AMC
+$3M

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
1
$12.2M 10.74%
+48,387
2
$7.66M 6.74%
+17
3
$6.93M 6.09%
+708,186
4
$5.31M 4.67%
+168,432
5
$3M 2.64%
+11,032
6
$2.56M 2.26%
+8,579
7
$2.12M 1.86%
+4,447
8
$1.88M 1.65%
+11,280
9
$1.81M 1.6%
+15,908
10
$1.81M 1.6%
+5,396
11
$1.77M 1.56%
+20,820
12
$1.61M 1.41%
+9,049
13
$1.34M 1.18%
+2,590
14
$1.3M 1.14%
+8,960
15
$1.24M 1.09%
+2,194
16
$1.23M 1.08%
+15,570
17
$1.17M 1.03%
+23,120
18
$1.09M 0.96%
+3,035
19
$1.09M 0.96%
+3,240
20
$1.02M 0.9%
+2,558
21
$992K 0.87%
+23,767
22
$948K 0.83%
+11,079
23
$940K 0.83%
+14,830
24
$937K 0.82%
+19,186
25
$915K 0.8%
+6,320
1
2 3 4 5