StockDriftsStockDriftsTop 50 Catalyst Private Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15.27% | 43.2K | $28.2M | +0.78%(+333) | $507.10(+43.36%) | 2026-03-31 | |
| ITOT | ISHARES TR | 13.02% | 168.8K | $24.0M | +5.44%(+8.71K) | $103.95(+52.46%) | 2026-03-31 | |
| ALLW | SSGA ACTIVE TR | 8.95% | 572.8K | $16.5M | +0.44%(+2.50K) | $27.02(+10.70%) | 2026-03-31 | |
| IXUS | ISHARES TR | 4.67% | 99.6K | $8.6M | +0.41%(+409) | $66.31(+41.31%) | 2026-03-31 | |
| TEAM | ATLASSIAN CORPORATION | 3.93% | 106.2K | $7.2M | -55.76%(-133.84K) | $181.04(-48.99%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 3.36% | 80.3K | $6.2M | -1.04%(-846) | $59.47(+40.25%) | 2026-03-31 | |
| AFRM | AFFIRM HLDGS INC | 3.1% | 124.9K | $5.7M | -1.04%(-1.31K) | $64.95(+2.87%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.86% | 26.9K | $5.3M | +3.58%(+929) | $144.60(+42.82%) | 2026-03-31 | |
| DASH | DOORDASH INC | 2.81% | 34.5K | $5.2M | +1.12%(+383) | $180.89(-8.15%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.55% | 7.2K | $4.7M | -0.39%(-28) | $411.71(+75.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.58% | +35.22% |
| Top 20 Holdings Unweighted | +22.50% | +83.83% |
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