StockDriftsStockDriftsTop 50 Beta Wealth Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PYLD | PIMCO ETF TR | 7.13% | 657.5K | $17.2M | +14.51%(+83.31K) | $26.44(-0.18%) | 2026-03-31 | |
| QLTI | GMO ETF TRUST | 6.93% | 670.6K | $16.7M | -0.06%(-433) | $23.82(+14.41%) | 2026-03-31 | |
| SPVM | INVESCO EXCHANGE TRADED FD T | 4.91% | 172.1K | $11.9M | -1.46%(-2.55K) | $58.39(+29.35%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.4% | 96.4K | $10.6M | -2.34%(-2.31K) | $89.16(+38.53%) | 2026-03-31 | |
| LQD | ISHARES TR | 4.35% | 96.4K | $10.5M | +9.18%(+8.11K) | $109.41(-0.70%) | 2026-03-31 | |
| QYLD | GLOBAL X FDS | 3.73% | 525.9K | $9.0M | +1.72%(+8.92K) | $16.87(+7.24%) | 2026-03-31 | |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | 3.67% | 194.7K | $8.9M | -2.91%(-5.84K) | $37.66(+20.04%) | 2026-03-31 | |
| DVYE | ISHARES INC | 3.17% | 222.9K | $7.7M | -28.42%(-88.51K) | $29.86(+7.69%) | 2026-03-31 | |
| LSVD | ADVISORS INNER CIRCLE FD | 3.17% | 261.5K | $7.7M | +52.50%(+90.03K) | $27.02(+27.08%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 3.11% | 79.8K | $7.5M | -1.38%(-1.11K) | $68.31(+45.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.43% | +27.47% |
| Top 20 Holdings Unweighted | +10.77% | +35.93% |
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