Top 50 Bam Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BOND | PIMCO ETF TR | 4.64% | 67.2K | $6.2M | +0.90%(+600) | $92.78(-1.01%) | 2026-03-31 | |
| FFEB | FIRST TR EXCHNG TRADED FD VI | 3.45% | 82.6K | $4.6M | new | $53.82(+11.01%) | 2026-03-31 | |
| FJAN | FIRST TR EXCHNG TRADED FD VI | 3.43% | 90.9K | $4.6M | new | $48.89(+10.33%) | 2026-03-31 | |
| FDEC | FIRST TR EXCHNG TRADED FD VI | 3.37% | 90.7K | $4.5M | -11.83%(-12.17K) | $48.16(+10.61%) | 2026-03-31 | |
| FMAR | FIRST TR EXCHNG TRADED FD VI | 3.36% | 92.6K | $4.5M | new | $47.98(+7.05%) | 2026-03-31 | |
| FNOV | FIRST TR EXCHNG TRADED FD VI | 3.35% | 83.9K | $4.5M | -11.19%(-10.58K) | $53.86(+6.10%) | 2026-03-31 | |
| FOCT | FIRST TR EXCHNG TRADED FD VI | 3.28% | 92.0K | $4.4M | -12.00%(-12.54K) | $48.25(+5.96%) | 2026-03-31 | |
| FSEP | FIRST TR EXCHNG TRADED FD VI | 3.21% | 85.4K | $4.3M | -11.78%(-11.40K) | $49.27(+9.25%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.12% | 16.5K | $4.2M | +1.09%(+178) | $230.26(+23.42%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 2.73% | 139.4K | $3.7M | +9.50%(+12.09K) | $26.68(-1.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.96% | +6.01% |
| Top 20 Holdings Unweighted | +2.22% | +6.79% |
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