StockDriftsStockDriftsTop 50 Center for Wealth Management Advisory Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PWB | INVESCO EXCHANGE TRADED FD T | 19.04% | 209.9K | $26.4M | -0.28%(-587) | $126.26(+25.60%) | 2026-03-31 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 10.4% | 284.4K | $14.4M | -0.21%(-601) | $43.88(+13.62%) | 2026-03-31 | |
| ILCB | ISHARES TR | 6.05% | 93.4K | $8.4M | +1.05%(+973) | $93.39(+10.67%) | 2026-03-31 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 5.89% | 173.9K | $8.2M | +2.23%(+3.80K) | $46.17(+6.98%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 4.72% | 17.1K | $6.6M | +0.02%(+3) | $343.25(+72.55%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.85% | 15.6K | $4.0M | +0.43%(+66) | $263.24(+17.24%) | 2026-03-31 | |
| IWB | ISHARES TR | 1.97% | 7.7K | $2.7M | -24.10%(-2.43K) | $369.46(+10.63%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.87% | 8.4K | $2.6M | +6.16%(+487) | $343.91(+4.81%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.81% | 10.3K | $2.5M | -5.26%(-572) | $196.18(+34.08%) | 2026-03-31 | |
| FDX | FEDEX CORP | 1.74% | 6.8K | $2.4M | -2.39%(-166) | $262.33(+19.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.92% | +9.01% |
| Top 20 Holdings Unweighted | -2.95% | -8.60% |
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