StockDriftsStockDriftsTop 50 Alliance Private Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | 8.73% | 156.6K | $24.3M | +2.07%(+3.18K) | $166.14(+11.53%) | 2026-03-31 | |
| IUSV | ISHARES TR | 8.12% | 220.9K | $22.6M | +1.08%(+2.37K) | $101.26(+10.19%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 7.48% | 794.1K | $20.8M | +1.77%(+13.81K) | $26.75(-1.36%) | 2026-03-31 | |
| PMBS | PIMCO ETF TR | 5.15% | 288.7K | $14.3M | +1.55%(+4.41K) | $49.68(-0.98%) | 2026-03-31 | |
| IDEV | ISHARES TR | 4.61% | 153.7K | $12.8M | +1.77%(+2.68K) | $81.35(+10.09%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.42% | 182.2K | $12.3M | +0.52%(+945) | $65.64(+15.93%) | 2026-03-31 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 3.47% | 356.0K | $9.7M | +1.34%(+4.72K) | $27.33(+0.57%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.19% | 30.9K | $8.9M | +1.19%(+363) | $72.99(+10.30%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.88% | 64.4K | $8.0M | +0.55%(+351) | $119.52(+22.56%) | 2026-03-31 | |
| IUSB | ISHARES TR | 2.72% | 164.0K | $7.6M | -1.07%(-1.77K) | $46.63(-1.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -7.20% | -20.09% |
| Top 20 Holdings Unweighted | -7.78% | -21.58% |
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