StockDriftsStockDriftsTop 50 Centric Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 6.22% | 310.2K | $31.2M | +48.35%(+101.12K) | $100.55(-0.03%) | 2026-03-31 | |
| UPS | UNITED PARCEL SVCS INC | 4.71% | 245.1K | $23.6M | -6.58%(-17.27K) | $113.19(-13.05%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.94% | 29.9K | $19.7M | -3.96%(-1.24K) | $539.42(+27.50%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.7% | 66.9K | $18.5M | -4.19%(-2.93K) | $132.69(+124.74%) | 2026-03-31 | |
| HFSI | HARTFORD FDS EXCHANGE TRADED | 2.88% | 411.6K | $14.4M | +6.66%(+25.70K) | $34.72(+1.36%) | 2026-03-31 | |
| VONV | VANGUARD SCOTTSDALE FDS | 2.43% | 120.9K | $12.2M | +2.87%(+3.37K) | $86.13(+19.83%) | 2026-03-31 | |
| PALC | PACER FDS TR | 2.05% | 189.5K | $10.3M | +0.44%(+825) | $43.63(+27.35%) | 2026-03-31 | |
| FTLS | FIRST TR EXCH TRADED FD III | 1.94% | 132.5K | $9.7M | -1.92%(-2.60K) | $55.37(+33.99%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.86% | 47.0K | $9.3M | -4.06%(-1.99K) | $68.09(+246.23%) | 2026-03-31 | |
| IBDV | ISHARES TR | 1.82% | 418.8K | $9.1M | +6.23%(+24.56K) | $21.78(-0.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.09% | +19.41% |
| Top 20 Holdings Unweighted | +15.98% | +55.99% |
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