StockDriftsStockDriftsTop 50 BSW Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.55% | 182.6K | $119.3M | -0.18%(-324) | $247.77(+202.07%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 6.35% | 613.3K | $52.0M | -1.70%(-10.59K) | $63.22(+42.24%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 4.96% | 365.5K | $40.6M | +0.63%(+2.31K) | $88.76(+43.18%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.04% | 555.9K | $33.1M | -1.45%(-8.18K) | $60.32(-2.52%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 3.83% | 629.5K | $31.4M | +2.27%(+13.96K) | $50.44(+0.17%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.68% | 46.4K | $30.1M | -0.52%(-242) | $210.52(+253.78%) | 2026-03-31 | |
| IDEV | ISHARES TR | 3.49% | 342.0K | $28.6M | +0.40%(+1.37K) | $67.13(+33.42%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.43% | 110.8K | $28.1M | +14.44%(+13.98K) | $133.41(+131.34%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.03% | 206.5K | $16.6M | -1.04%(-2.17K) | $58.80(+57.22%) | 2026-03-31 | |
| AOR | ISHARES TR | 1.98% | 251.7K | $16.2M | +1.55%(+3.84K) | $53.08(+30.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.73% | +43.25% |
| Top 20 Holdings Unweighted | +13.58% | +46.52% |
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