StockDriftsStockDriftsTop 50 Cm Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | 16.37% | 241.7K | $76.9M | -2.26%(-5.59K) | $226.61(+61.55%) | 2026-03-31 | |
| IVV | ISHARES TR | 12.53% | 90.1K | $58.8M | +128.30%(+50.63K) | $628.51(+19.08%) | 2026-03-31 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 10.77% | 109.0K | $50.6M | -0.16%(-177) | $355.39(+48.53%) | 2026-03-31 | |
| LECO | LINCOLN ELEC HLDGS INC | 7.16% | 134.5K | $33.6M | -4.85%(-6.86K) | $220.99(+16.94%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.11% | 40.1K | $24.0M | -0.54%(-218) | $383.69(+78.49%) | 2026-03-31 | |
| IWD | ISHARES TR | 4.3% | 94.6K | $20.2M | +3.24%(+2.97K) | $182.63(+35.14%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.84% | 103.3K | $18.0M | +14.16%(+12.82K) | $139.43(+39.73%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.79% | 82.8K | $17.8M | -4.08%(-3.52K) | $182.10(+31.04%) | 2026-03-31 | |
| EQWL | INVESCO EXCHANGE TRADED FD T | 3.71% | 151.1K | $17.4M | +28.18%(+33.23K) | $106.57(+22.50%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.25% | 55.0K | $10.6M | +0.89%(+485) | $164.65(+30.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.83% | +63.59% |
| Top 20 Holdings Unweighted | +18.06% | +64.55% |
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