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
$109M
AUM Growth
-$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.64M
3
+$1.58M
4
NUGT icon
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
+$1.55M
5
BILI icon
Bilibili
BILI
+$1.23M

Top Sells

1
+$4.58M
2
+$2.97M
3
+$2.52M
4
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$1.23M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$919K

Sector Composition

1 Financials 24.47%
2 Technology 13.76%
3 Communication Services 6.77%
4 Energy 6.3%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 12.32%
33
+4
2
$5.53M 5.05%
200,878
+12,947
3
$4.53M 4.14%
24,018
+19,114
4
$2.97M 2.71%
10,865
+777
5
$2.54M 2.32%
9,879
+2,394
6
$2.17M 1.98%
20,436
+5,716
7
$2.16M 1.97%
15,791
+3,699
8
$1.81M 1.66%
44,429
+38,727
9
$1.67M 1.53%
4,569
+736
10
$1.55M 1.41%
+45,000
11
$1.47M 1.34%
5,000
-15,551
12
$1.28M 1.17%
4,053
+247
13
$1.28M 1.17%
11,720
+5,520
14
$1.27M 1.16%
7,855
+1,177
15
$1.23M 1.12%
14,373
-6,353
16
$1.23M 1.12%
+48,014
17
$1.17M 1.06%
49,857
+26,637
18
$1.16M 1.06%
10,600
-40
19
$1.1M 1.01%
4,023
+193
20
$1.09M 0.99%
21,675
-1,858
21
$1.08M 0.98%
22,971
-738
22
$1.08M 0.98%
11,890
-374
23
$1.06M 0.97%
9,445
+1,298
24
$1.05M 0.96%
2,043
+168
25
$967K 0.88%
8,903
-2,050
1
2 3 4 5