StockDriftsStockDriftsTop 50 Collaborative Wealth Managment Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BUFF | INNOVATOR ETFS TRUST | 8.58% | 376.8K | $18.6M | +1260.61%(+349.08K) | $49.26(+5.94%) | 2026-03-31 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 6.48% | 567.9K | $14.1M | +150.32%(+341.03K) | $25.07(-0.64%) | 2026-03-31 | |
| STIP | ISHARES TR | 6.31% | 132.5K | $13.7M | +303.59%(+99.66K) | $102.94(+0.76%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 6.13% | 291.4K | $13.3M | +19.51%(+47.57K) | $37.18(+35.22%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.98% | 97.8K | $10.8M | +5.47%(+5.07K) | $83.77(+40.64%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 4.78% | 175.1K | $10.4M | +0.15%(+264) | $44.22(+45.00%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.76% | 101.4K | $8.2M | +12.35%(+11.15K) | $66.27(+43.17%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 2.88% | 63.8K | $6.2M | -42.71%(-47.56K) | $61.40(+93.54%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 2.76% | 105.9K | $6.0M | -44.89%(-86.29K) | $40.13(+49.95%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.54% | 23.2K | $5.5M | -34.23%(-12.05K) | $142.29(+106.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.90% | +29.15% |
| Top 20 Holdings Unweighted | +8.67% | +28.32% |
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