StockDriftsStockDriftsTop 50 Gray Private Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 44.67% | 136.0K | $88.8M | -0.63%(-865) | $510.08(+46.73%) | 2026-03-31 | |
| IWB | ISHARES TR | 15.29% | 85.3K | $30.4M | -0.10%(-82) | $277.31(+47.40%) | 2026-03-31 | |
| EFA | ISHARES TR | 6.2% | 127.0K | $12.3M | +2.78%(+3.44K) | $79.55(+31.20%) | 2026-03-31 | |
| IWM | ISHARES TR | 5.21% | 41.8K | $10.4M | +2.52%(+1.03K) | $209.04(+42.35%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 4.15% | 93.1K | $8.3M | +3.21%(+2.90K) | $87.80(+11.64%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 3.82% | 86.6K | $7.6M | +2.00%(+1.70K) | $74.86(+28.05%) | 2026-03-31 | |
| HDV | ISHARES TR | 3.65% | 53.5K | $7.3M | +2.35%(+1.23K) | $21.74(+28.97%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.89% | 58.7K | $3.8M | -1.21%(-717) | $49.10(+44.23%) | 2026-03-31 | |
| IVW | ISHARES TR | 1.85% | 32.5K | $3.7M | -4.32%(-1.47K) | $79.77(+69.75%) | 2026-03-31 | |
| IVE | ISHARES TR | 1.76% | 16.6K | $3.5M | -0.50%(-83) | $180.35(+27.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.28% | +34.13% |
| Top 20 Holdings Unweighted | +7.49% | +24.18% |
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