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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
+5.42%
1 Year Est. Return
+23.44%
3 Year Est. Return
+72.6%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$239M
AUM Growth
+$38.8M
Cap. Flow
+$33.6M
Cap. Flow %
14.08%
Top 10 Hldgs %
29.11%
Holding
321
New
69
Increased
123
Reduced
91
Closed
31

Top Buys

1
AAPL icon
Apple
AAPL
+$3.07M
2
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$2.3M
3
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$2.29M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$2.25M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.2M

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.82M
2
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.05M
3
NUGT icon
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
+$1.04M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$723K
5
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$686K

Sector Composition

1 Financials 16.83%
2 Technology 13.1%
3 Healthcare 5.56%
4 Energy 4.24%
5 Consumer Discretionary 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.06T
$14.9M 6.24%
32
– –
AAPL icon
2
Apple
AAPL
$4.81T
$9.96M 4.17%
60,385
+20,836
+53% +$3.07M
SPYV icon
3
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.9B
$7.19M 3.01%
176,507
-4,987
-3% -$202K
FSK icon
4
FS KKR Capital
FSK
$3.08B
$6.44M 2.7%
348,125
+10,339
+3% +$196K
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.06T
$5.94M 2.49%
19,226
+1,817
+10% +$560K
SPYG icon
6
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53B
$5.46M 2.29%
98,689
-2,597
-3% -$138K
MSFT icon
7
Microsoft
MSFT
$2.95T
$5.44M 2.28%
18,869
+173
+0.9% +$44.1K
SQQQ icon
8
ProShares UltraPro Short QQQ
SQQQ
$2.15B
$5.39M 2.26%
7,340
+2,340
+47% +$2.3M
VTI icon
9
Vanguard Total Stock Market ETF
VTI
$668B
$4.52M 1.89%
22,164
-24,091
-52% -$4.82M
DFUS
10
Dimensional US Equity ETF
DFUS
$21.1B
$4.3M 1.8%
96,683
+21,972
+29% +$954K
DFAI
11
Dimensional International Core Equity Market ETF
DFAI
$17.2B
$4.22M 1.77%
156,743
+48,524
+45% +$1.29M
AMZN icon
12
Amazon
AMZN
$2.74T
$3.46M 1.45%
33,532
+10,390
+45% +$1M
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$4.54T
$2.64M 1.11%
25,452
+6,074
+31% +$583K
ACN icon
14
Accenture
ACN
$84.3B
$2.58M 1.08%
9,034
-53
-0.6% -$14.4K
SPDW icon
15
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$2.55M 1.07%
79,275
-2,545
-3% -$80.3K
IEF icon
16
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$2.45M 1.02%
24,670
+22,468
+1,020% +$2.2M
IVV icon
17
iShares Core S&P 500 ETF
IVV
$895B
$2.44M 1.02%
5,939
+3,691
+164% +$1.48M
SHV icon
18
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$2.29M 0.96%
+20,753
New +$2.29M
PXH icon
19
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.91B
$2.23M 0.93%
+121,521
New +$2.25M
ICSH icon
20
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.85B
$2.13M 0.89%
+42,455
New +$2.13M
GSY icon
21
Invesco Ultra Short Duration ETF
GSY
$3.83B
$2.07M 0.87%
+41,728
New +$2.07M
XOM icon
22
ExxonMobil
XOM
$595B
$1.97M 0.83%
17,986
+1,099
+7% +$122K
MDYG icon
23
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.83B
$1.97M 0.82%
28,784
-989
-3% -$67.5K
DFAR icon
24
Dimensional US Real Estate ETF
DFAR
$1.75B
$1.97M 0.82%
91,588
+21,625
+31% +$476K
BSV icon
25
Vanguard Short-Term Bond ETF
BSV
$44.8B
$1.86M 0.78%
+24,305
New +$1.84M
1
2 3 4 5

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