StockDriftsStockDriftsTop 50 Curtis Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 7.04% | 66.3K | $7.5M | +5.19%(+3.27K) | $121.80(+11.17%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 6.94% | 127.1K | $7.4M | -14.76%(-22.01K) | $60.01(+11.87%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.15% | 8.4K | $5.5M | +33.85%(+2.12K) | $675.09(+10.86%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 4.78% | 89.9K | $5.1M | -11.06%(-11.18K) | $56.07(+9.93%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.71% | 65.5K | $5.0M | +24.30%(+12.80K) | $79.10(+10.83%) | 2026-03-31 | |
| GOVT | ISHARES TR | 4.57% | 212.4K | $4.9M | +789.93%(+188.56K) | $22.98(-1.27%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 4.52% | 149.6K | $4.8M | new | $31.61(+13.56%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.85% | 21.4K | $4.1M | -4.44%(-992) | $196.56(+11.13%) | 2026-03-31 | |
| ACWX | ISHARES TR | 3.76% | 58.5K | $4.0M | new | $67.80(+10.96%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.39% | 44.8K | $3.6M | -36.26%(-25.47K) | $76.06(+21.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -9.63% | -26.21% |
| Top 20 Holdings Unweighted | -8.84% | -24.25% |
Sign up free to track Curtis Wealth Management Llc, compare funds side by side, and get alerts the moment positions change.