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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
-14.49%
1 Year Est. Return
+23.44%
3 Year Est. Return
+72.6%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$109M
AUM Growth
-$9.11M
(-7.7%)
Cap. Flow
+$9.71M
Cap. Flow
% of AUM
8.87%
Top 10 Holdings %
Top 10 Hldgs %
35.09%
Holding
192
New
27
Increased
89
Reduced
42
Closed
24
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$3.93M |
| 2 |
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
|
+$2.44M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$1.88M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.72M |
| 5 |
Bilibili
BILI
|
+$1.15M |
Top Sells
| 1 |
ProShares UltraPro Short QQQ
SQQQ
|
+$3.85M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$2.97M |
| 3 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$2.52M |
| 4 |
Direxion Daily Small Cap Bear 3x ETF
TZA
|
+$1.23M |
| 5 |
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
Berkshire Hathaway Class A
BRK.A
$1.06T
| $13.5M | 12.32% |
33
+4
| +14% | +$1.88M |
|
2
State Street SPDR Portfolio TIPS ETF
SPIP
$998M
| $5.53M | 5.05% |
200,878
+12,947
| +7% | +$372K |
|
|
3
Vanguard Total Stock Market ETF
VTI
$668B
| $4.53M | 4.14% |
24,018
+19,114
| +390% | +$3.93M |
|
|
4
Berkshire Hathaway Class B
BRK.B
$1.05T
| $2.97M | 2.71% |
10,865
+777
| +8% | +$244K |
|
5
Microsoft
MSFT
$2.89T
| $2.54M | 2.32% |
9,879
+2,394
| +32% | +$650K |
|
6
Amazon
AMZN
$2.71T
| $2.17M | 1.98% |
20,436
+5,716
| +39% | +$715K |
|
7
Apple
AAPL
$4.69T
| $2.16M | 1.97% |
15,791
+3,699
| +31% | +$560K |
|
|
8
Vanguard FTSE Developed Markets ETF
VEA
$229B
| $1.81M | 1.66% |
44,429
+38,727
| +679% | +$1.72M |
|
9
Adobe
ADBE
$90.1B
| $1.67M | 1.53% |
4,569
+736
| +19% | +$300K |
|
|
10
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$850M
| $1.55M | 1.41% |
+45,000
| New | +$2.44M |
|
|
11
ProShares UltraPro Short QQQ
SQQQ
$2.12B
| $1.47M | 1.34% |
1,000
-3,110
| -76% | -$3.85M |
|
12
Mastercard
MA
$473B
| $1.28M | 1.17% |
4,053
+247
| +6% | +$85.1K |
|
13
Alphabet (Google) Class A
GOOGL
$4.44T
| $1.28M | 1.17% |
11,720
+5,520
| +89% | +$650K |
|
14
Meta Platforms (Facebook)
META
$1.67T
| $1.27M | 1.16% |
7,855
+1,177
| +18% | +$227K |
|
15
ExxonMobil
XOM
$600B
| $1.23M | 1.12% |
14,373
-6,353
| -31% | -$573K |
|
|
16
Bilibili
BILI
$7.65B
| $1.23M | 1.12% |
+48,014
| New | +$1.15M |
|
17
Sunrun
RUN
$3.12B
| $1.17M | 1.06% |
49,857
+26,637
| +115% | +$640K |
|
|
18
Alphabet (Google) Class C
GOOG
$4.41T
| $1.16M | 1.06% |
10,600
-40
| -0.4% | -$4.73K |
|
19
Home Depot
HD
$342B
| $1.1M | 1.01% |
4,023
+193
| +5% | +$57K |
|
20
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
| $1.09M | 0.99% |
21,675
-1,858
| -8% | -$93.2K |
|
|
DFSD
21
Dimensional Short-Duration Fixed Income ETF
DFSD
$7B
| $1.08M | 0.98% |
22,971
-738
| -3% | -$34.9K |
|
22
ConocoPhillips
COP
$136B
| $1.08M | 0.98% |
11,890
-374
| -3% | -$38.5K |
|
23
JPMorgan Chase
JPM
$936B
| $1.06M | 0.97% |
9,445
+1,298
| +16% | +$161K |
|
24
UnitedHealth
UNH
$379B
| $1.05M | 0.96% |
2,043
+168
| +9% | +$84.4K |
|
25
Abbott
ABT
$153B
| $967K | 0.88% |
8,903
-2,050
| -19% | -$233K |
|
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