StockDriftsStockDriftsTop 50 Aureum Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 8.31% | 211.2K | $11.9M | +25.87%(+43.40K) | $56.20(+7.08%) | 2026-03-31 | |
| IEFA | ISHARES TR | 8.29% | 131.6K | $11.9M | +30.80%(+30.99K) | $88.76(+9.44%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 7.94% | 116.6K | $11.4M | +20.70%(+19.99K) | $105.04(+13.13%) | 2026-03-31 | |
| MBB | ISHARES TR | 6.09% | 92.2K | $8.8M | +44.60%(+28.44K) | $95.15(-0.85%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 4.57% | 70.9K | $6.6M | +21.21%(+12.40K) | $82.33(+12.69%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.42% | 112.0K | $6.3M | +34.01%(+28.42K) | $57.12(-2.08%) | 2026-03-31 | |
| HDV | ISHARES TR | 3.48% | 36.8K | $5.0M | +4.45%(+1.57K) | $24.46(+11.11%) | 2026-03-31 | |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 3.3% | 226.4K | $4.7M | new | $21.09(-0.97%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.19% | 60.0K | $4.6M | +24.20%(+11.69K) | $79.10(+10.45%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.01% | 64.0K | $4.3M | +31.08%(+15.17K) | $65.90(+10.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.49% | +1.46% |
| Top 20 Holdings Unweighted | +3.10% | +9.59% |
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