StockDriftsStockDriftsTop 38 Wellment Financial Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DECU | AIM ETF PRODUCTS TRUST | 12.51% | 380.5K | $10.1M | -1.35%(-5.19K) | $26.17(+11.42%) | 2026-03-31 | |
| GSEP | FIRST TR EXCHNG TRADED FD VI | 9.05% | 191.9K | $7.3M | -0.33%(-631) | $34.97(+15.77%) | 2026-03-31 | |
| SIXO | AIM ETF PRODUCTS TRUST | 7.74% | 185.1K | $6.3M | -2.39%(-4.52K) | $34.14(+3.89%) | 2026-03-31 | |
| OCTW | AIM ETF PRODUCTS TRUST | 6.87% | 144.3K | $5.6M | -0.26%(-377) | $35.57(+13.86%) | 2026-03-31 | |
| JANW | AIM ETF PRODUCTS TRUST | 6.74% | 149.4K | $5.5M | -0.35%(-528) | $33.29(+15.14%) | 2026-03-31 | |
| SEPW | AIM ETF PRODUCTS TRUST | 6.12% | 156.5K | $4.9M | -0.08%(-129) | $30.79(+7.33%) | 2026-03-31 | |
| DECW | AIM ETF PRODUCTS TRUST | 5.3% | 128.1K | $4.3M | -0.61%(-789) | $30.45(+15.97%) | 2026-03-31 | |
| JULU | AIM ETF PRODUCTS TRUST | 4.79% | 135.6K | $3.9M | -0.74%(-1.01K) | $28.40(+11.82%) | 2026-03-31 | |
| DECT | AIM ETF PRODUCTS TRUST | 4.62% | 105.0K | $3.7M | -3.04%(-3.30K) | $31.87(+21.77%) | 2026-03-31 | |
| ONEZ | ELEVATION SERIES TRUST | 4.29% | 138.6K | $3.5M | +4.16%(+5.54K) | $24.67(+11.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.86% | +18.65% |
| Top 20 Holdings Unweighted | +5.87% | +18.66% |
Sign up free to track Wellment Financial, compare funds side by side, and get alerts the moment positions change.