StockDriftsStockDriftsTop 50 Denver PWM, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 8.7% | 741.4K | $25.3M | -31.33%(-338.25K) | $15.28(+126.96%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 6.08% | 509.2K | $17.7M | -21.78%(-141.80K) | $20.33(+69.95%) | 2026-03-31 | |
| IBTH | ISHARES TR | 5.95% | 772.7K | $17.3M | +3.94%(+29.29K) | $22.22(+0.68%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 5.86% | 521.8K | $17.0M | -21.15%(-139.99K) | $20.40(+61.61%) | 2026-03-31 | |
| IBTG | ISHARES TR | 5.26% | 668.8K | $15.3M | -14.37%(-112.20K) | $22.77(+0.44%) | 2026-03-31 | |
| HEFA | ISHARES TR | 5.11% | 332.9K | $14.9M | -17.66%(-71.39K) | $35.23(+27.53%) | 2026-03-31 | |
| IBTI | ISHARES TR | 5.08% | 665.6K | $14.8M | -11.26%(-84.43K) | $22.02(+0.62%) | 2026-03-31 | |
| IBTJ | ISHARES TR | 5.02% | 672.5K | $14.6M | -2.60%(-17.93K) | $21.71(-0.20%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 4.81% | 511.0K | $14.0M | -36.98%(-299.87K) | $17.62(+54.85%) | 2026-03-31 | |
| IBTK | ISHARES TR | 4.69% | 694.5K | $13.6M | new | $19.78(-1.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.32% | +34.27% |
| Top 20 Holdings Unweighted | +10.14% | +33.62% |
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