StockDriftsStockDriftsTop 50 Broadway Wealth Solutions, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 19.58% | 494.7K | $37.9M | +4.50%(+21.28K) | $69.19(+26.28%) | 2026-03-31 | |
| USTB | VICTORY PORTFOLIOS II | 14.65% | 560.0K | $28.3M | +7.68%(+39.93K) | $50.58(-0.06%) | 2026-03-31 | |
| FTRB | FEDERATED HERMES ETF TRUST | 14.5% | 1.12M | $28.0M | +7.62%(+78.94K) | $25.22(-0.56%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 8.44% | 192.4K | $16.3M | +0.59%(+1.12K) | $65.62(+39.24%) | 2026-03-31 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 3.78% | 152.7K | $7.3M | +8.06%(+11.39K) | $48.09(-0.43%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.59% | 86.1K | $6.9M | -0.64%(-558) | $62.47(+51.88%) | 2026-03-31 | |
| FMDE | FIDELITY COVINGTON TRUST | 3.35% | 180.4K | $6.5M | +6.68%(+11.29K) | $33.37(+16.06%) | 2026-03-31 | |
| DFIS | DIMENSIONAL ETF TRUST | 2.36% | 135.6K | $4.6M | -1.32%(-1.81K) | $26.13(+39.67%) | 2026-03-31 | |
| SPTL | SPDR SERIES TRUST | 2.24% | 164.8K | $4.3M | +7.86%(+12.01K) | $27.26(-5.42%) | 2026-03-31 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 1.97% | 45.0K | $3.8M | +4.25%(+1.83K) | $80.78(+21.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.34% | +23.69% |
| Top 20 Holdings Unweighted | +4.63% | +14.53% |
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