StockDriftsStockDriftsTop 41 American Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.6% | 37.6K | $24.6M | -2.95%(-1.15K) | $645.10(+15.60%) | 2026-03-31 | |
| IVW | ISHARES TR | 14.58% | 123.7K | $14.0M | -2.56%(-3.26K) | $115.41(+18.92%) | 2026-03-31 | |
| IVE | ISHARES TR | 12.53% | 57.0K | $12.0M | +1.48%(+832) | $201.14(+11.69%) | 2026-03-31 | |
| SHY | ISHARES TR | 6.38% | 74.2K | $6.1M | -1.38%(-1.04K) | $82.91(-0.87%) | 2026-03-31 | |
| STIP | ISHARES TR | 3.92% | 36.4K | $3.8M | -4.14%(-1.57K) | $103.13(+0.57%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.89% | 11.6K | $3.7M | +4.50%(+501) | $316.29(+15.31%) | 2026-03-31 | |
| SHYG | ISHARES TR | 3.71% | 84.2K | $3.6M | +2.32%(+1.91K) | $43.20(-1.81%) | 2026-03-31 | |
| DVY | ISHARES TR | 2.85% | 18.1K | $2.7M | +34.21%(+4.60K) | $139.75(+8.80%) | 2026-03-31 | |
| IWM | ISHARES TR | 2.44% | 9.4K | $2.3M | +0.18%(+17) | $228.91(+23.49%) | 2026-03-31 | |
| SLQD | ISHARES TR | 2.22% | 42.2K | $2.1M | -0.17%(-71) | $50.71(-0.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -2.11% | -6.21% |
| Top 20 Holdings Unweighted | +3.27% | +10.12% |
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