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
$426M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.04M
3
+$4.02M
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$3.25M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.56M

Top Sells

1
+$8.78M
2
+$7.61M
3
+$2.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M
5
PCT icon
PureCycle Technologies
PCT
+$1.83M

Sector Composition

1 Technology 14.87%
2 Financials 11.82%
3 Consumer Discretionary 4.43%
4 Communication Services 4.18%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.6M 6.26%
47,402
-3,377
2
$18M 4.24%
354,700
+8,583
3
$17.6M 4.13%
22
-11
4
$15.1M 3.54%
67,838
+1,578
5
$12.5M 2.94%
276,761
+4,991
6
$11.4M 2.67%
112,547
+32,187
7
$10.6M 2.5%
41,158
+1,134
8
$10.3M 2.41%
94,701
+13,307
9
$9.89M 2.32%
26,348
+1,116
10
$9.02M 2.12%
16,934
+631
11
$8.73M 2.05%
212,287
+15,018
12
$8.54M 2.01%
77,283
+5,954
13
$8.53M 2%
170,260
+17,219
14
$8.39M 1.97%
365,099
+25,008
15
$6.86M 1.61%
36,066
+5,211
16
$5.25M 1.23%
+89,076
17
$5.07M 1.19%
8,793
+1,187
18
$4.18M 0.98%
39,964
+2,097
19
$4.04M 0.95%
+160,691
20
$4.02M 0.94%
+166,091
21
$3.99M 0.94%
25,803
+2,071
22
$3.96M 0.93%
48,461
-2,606
23
$3.81M 0.9%
32,072
+3,558
24
$3.59M 0.84%
13,872
+4,641
25
$3.54M 0.83%
316,602
+20,752
1
2 3 4 5