StockDriftsStockDriftsTop 50 Concentrum Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC CL A | 19.78% | 117.1K | $67.0M | -0.84%(-997) | $694.79(-11.25%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 15.58% | 302.6K | $52.8M | +1.78%(+5.28K) | $43.78(+415.80%) | 2026-03-31 | |
| AAPL | APPLE INC | 8.47% | 113.0K | $28.7M | +6.15%(+6.55K) | $137.34(+117.62%) | 2026-03-31 | |
| SMH | VANECK SEMICONDUCTOR ETF | 3.24% | 28.7K | $11.0M | -0.85%(-247) | $238.97(+139.55%) | 2026-03-31 | |
| FV | FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF | 3.12% | 174.9K | $10.6M | +0.43%(+751) | $43.77(+60.05%) | 2026-03-31 | |
| FTCS | FIRST TR EXCHANGE TRADED FD DB STRATEGIC VALUE INDEX FD | 3.02% | 110.3K | $10.2M | -1.89%(-2.12K) | $78.16(+18.01%) | 2026-03-31 | |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 2.92% | 210.4K | $9.9M | -1.14%(-2.42K) | $40.79(+14.82%) | 2026-03-31 | |
| QQQ | POWERSHARES QQQ TR | 2.81% | 16.5K | $9.5M | -27.00%(-6.09K) | $405.77(+76.13%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC COM | 2.59% | 43.2K | $8.8M | -0.57%(-247) | $117.97(+277.62%) | 2026-03-31 | |
| MSFT | MICROSOFT | 2.55% | 23.3K | $8.6M | +5.05%(+1.12K) | $346.70(+16.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +29.61% | +117.72% |
| Top 20 Holdings Unweighted | +20.66% | +75.65% |
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