StockDriftsStockDriftsTop 50 Integrated Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 6.21% | 70.8K | $5.4M | +35.02%(+18.36K) | $79.05(+10.53%) | 2026-03-31 | |
| OCTW | AIM ETF PRODUCTS TRUST | 4.33% | 98.1K | $3.8M | +5.51%(+5.12K) | $38.67(+4.73%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.08% | 8.1K | $3.6M | -2.03%(-169) | $80.62(+8.54%) | 2026-03-31 | |
| SEPW | AIM ETF PRODUCTS TRUST | 3.62% | 99.9K | $3.2M | +6.51%(+6.11K) | $31.67(+4.35%) | 2026-03-31 | |
| SIXO | AIM ETF PRODUCTS TRUST | 3.47% | 89.6K | $3.0M | -1.34%(-1.22K) | $34.32(+3.35%) | 2026-03-31 | |
| DECU | AIM ETF PRODUCTS TRUST | 3.27% | 107.2K | $2.9M | +9.15%(+8.99K) | $27.12(+7.53%) | 2026-03-31 | |
| GSEP | FIRST TR EXCHNG TRADED FD VI | 2.75% | 62.8K | $2.4M | +16.10%(+8.71K) | $38.41(+5.40%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.6% | 11.6K | $2.3M | -0.64%(-75) | $188.74(+10.40%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.46% | 36.9K | $2.1M | -6.77%(-2.68K) | $60.01(+10.72%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.39% | 12.3K | $2.1M | -0.66%(-82) | $116.54(+30.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -11.81% | -31.42% |
| Top 20 Holdings Unweighted | -10.79% | -29.00% |
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