StockDriftsStockDriftsTop 50 Destination Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.65% | 857.5K | $217.6M | -0.62%(-5.34K) | $61.21(+390.49%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.35% | 1.69M | $167.3M | +5.78%(+92.03K) | $103.22(-5.04%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.71% | 838.0K | $104.2M | -0.28%(-2.36K) | $75.62(+77.10%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.55% | 1.41M | $98.3M | +9.58%(+123.18K) | $51.79(+53.47%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 2.39% | 629.4K | $91.9M | -3.72%(-24.32K) | $79.32(+84.19%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.26% | 302.4K | $87.0M | -2.76%(-8.58K) | $52.05(+662.37%) | 2026-03-31 | |
| TLH | ISHARES TR | 2.26% | 862.8K | $86.9M | +8.71%(+69.09K) | $103.63(-5.60%) | 2026-03-31 | |
| LQDH | ISHARES U S ETF TR | 2.23% | 929.6K | $85.8M | +4.17%(+37.23K) | $92.72(+0.50%) | 2026-03-31 | |
| STIP | ISHARES TR | 2.22% | 825.7K | $85.4M | +3.46%(+27.64K) | $101.38(+2.15%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 2.17% | 3.19M | $83.6M | +5.41%(+163.69K) | $26.47(-0.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.21% | +33.85% |
| Top 20 Holdings Unweighted | +11.50% | +38.60% |
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