StockDriftsStockDriftsTop 50 Austin Private Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 6.87% | 1.13M | $91.0M | +1.91%(+21.23K) | $49.34(+66.97%) | 2025-12-31 | |
| DYNF | BLACKROCK ETF TRUST | 5.71% | 1.24M | $75.6M | +2.24%(+27.26K) | $45.47(+38.36%) | 2025-12-31 | |
| IVE | ISHARES TR | 5.28% | 329.7K | $69.9M | +38.55%(+91.74K) | $192.36(+13.34%) | 2025-12-31 | |
| IVW | ISHARES TR | 4.5% | 482.7K | $59.5M | +0.85%(+4.06K) | $83.38(+51.52%) | 2025-12-31 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 4.42% | 985.9K | $58.4M | +2.11%(+20.37K) | $51.43(+15.21%) | 2025-12-31 | |
| EFV | ISHARES TR | 3.57% | 660.8K | $47.2M | -8.24%(-59.33K) | $56.07(+39.57%) | 2025-12-31 | |
| VONE | VANGUARD SCOTTSDALE FDS | 3.05% | 130.7K | $40.4M | -3.41%(-4.61K) | $149.94(+111.45%) | 2025-12-31 | |
| IEMG | ISHARES INC | 2.91% | 572.4K | $38.5M | +1.77%(+9.96K) | $54.82(+39.17%) | 2025-12-31 | |
| TFI | SPDR SERIES TRUST | 2.89% | 835.8K | $38.2M | +15.25%(+110.58K) | $45.19(+0.85%) | 2025-12-31 | |
| SPDW | SPDR INDEX SHS FDS | 2.68% | 798.4K | $35.5M | +23.64%(+152.67K) | $37.76(+29.45%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.93% | +51.81% |
| Top 20 Holdings Unweighted | +13.85% | +47.56% |
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