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
$371M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.2M
3
+$1.11M
4
XOM icon
Exxon Mobil
XOM
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$860K

Top Sells

1
+$3.07M
2
+$1.54M
3
+$870K
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$789K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$788K

Sector Composition

1 Technology 16.72%
2 Financials 13.71%
3 Healthcare 4.69%
4 Consumer Discretionary 4.01%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.9M 8.61%
58,322
+4,612
2
$20.2M 5.45%
33
3
$18.6M 5.01%
375,839
+22,528
4
$13.2M 3.57%
62,811
+2,648
5
$11.9M 3.21%
271,550
+19,650
6
$10.9M 2.95%
24,459
+542
7
$9.14M 2.47%
73,986
+1,796
8
$8.6M 2.32%
35,385
+2,736
9
$8.32M 2.25%
20,464
+2
10
$6.65M 1.79%
131,513
-646
11
$6.62M 1.79%
59,890
-555
12
$6.42M 1.73%
128,640
-1,321
13
$5.74M 1.55%
254,248
+20,959
14
$5.53M 1.49%
28,618
+491
15
$4.73M 1.27%
159,274
+9,891
16
$4.71M 1.27%
112,615
+13,071
17
$4.5M 1.21%
219,788
-6,743
18
$4.24M 1.14%
134,821
-5,492
19
$4.24M 1.14%
15,777
-11,425
20
$4.16M 1.12%
22,850
+609
21
$3.48M 0.94%
6,910
+599
22
$3.47M 0.94%
32,507
+2,794
23
$3.38M 0.91%
42,240
+7,279
24
$3.36M 0.91%
18,305
+694
25
$3.14M 0.85%
27,254
+9,402
1
2 3 4 5