StockDriftsStockDriftsTop 50 Bcwm, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVDE | AMERICAN CENTY ETF TR | 5.98% | 248.8K | $21.1M | -7.73%(-20.84K) | $64.96(+40.24%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 5.91% | 236.7K | $20.9M | -20.63%(-61.51K) | $39.05(+124.15%) | 2026-03-31 | |
| DUK | DUKE ENERGY CORP NEW | 4.26% | 114.9K | $15.0M | +2.47%(+2.77K) | $75.19(+65.32%) | 2026-03-31 | |
| DLR | DIGITAL RLTY TR INC | 3.45% | 67.6K | $12.2M | +3.64%(+2.38K) | $137.20(+40.55%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 3.36% | 36.0K | $11.8M | +18.53%(+5.63K) | $282.76(+7.63%) | 2026-03-31 | |
| SRE | SEMPRA | 3.29% | 119.5K | $11.6M | -18.99%(-28.01K) | $65.85(+41.02%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.16% | 53.4K | $11.1M | +18.01%(+8.16K) | $213.06(+25.42%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.01% | 18.6K | $10.6M | +14.69%(+2.38K) | $670.54(-7.77%) | 2026-03-31 | |
| GRMN | GARMIN LTD | 2.97% | 45.1K | $10.5M | -13.28%(-6.91K) | $155.49(+50.77%) | 2026-03-31 | |
| SONY | SONY GROUP CORP | 2.87% | 489.0K | $10.1M | new | $23.15(-4.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.95% | +44.08% |
| Top 20 Holdings Unweighted | +12.48% | +42.32% |
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