StockDriftsStockDriftsTop 50 Endowment Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PSP | INVESCO EXCHANGE TRADED FD T | 5.67% | 226.7K | $12.8M | +11.36%(+23.13K) | $68.14(-16.25%) | 2026-03-31 | |
| ITOT | ISHARES TR | 5.6% | 88.9K | $12.7M | +5.16%(+4.36K) | $121.86(+34.38%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.36% | 30.7K | $9.8M | +2.19%(+659) | $251.72(+46.49%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 3.77% | 136.2K | $8.5M | +5.63%(+7.26K) | $55.89(+14.14%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.72% | 48.2K | $8.4M | +0.43%(+204) | $171.06(+13.90%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3.32% | 99.8K | $7.5M | +5.33%(+5.05K) | $69.61(+26.23%) | 2026-03-31 | |
| QAI | NEW YORK LIFE INVESTMENTS ET | 3.27% | 216.6K | $7.4M | -5.62%(-12.91K) | $31.74(+14.50%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 3.12% | 62.9K | $7.0M | +6.79%(+4.00K) | $104.03(+44.98%) | 2026-03-31 | |
| EFA | ISHARES TR | 2.65% | 61.6K | $6.0M | +3.10%(+1.85K) | $80.96(+28.91%) | 2026-03-31 | |
| IUSG | ISHARES TR | 2.41% | 35.1K | $5.4M | +5.62%(+1.87K) | $123.88(+49.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.73% | +32.14% |
| Top 20 Holdings Unweighted | +12.34% | +41.76% |
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