StockDriftsStockDriftsTop 50 Kwb Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 9.57% | 906.9K | $96.8M | -7.67%(-75.32K) | $57.35(+98.34%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 9.15% | 1.63M | $92.5M | -7.11%(-124.50K) | $39.82(+50.61%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 8.77% | 1.11M | $88.7M | -0.74%(-8.20K) | $49.38(+72.53%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.78% | 794.4K | $48.3M | -1.36%(-10.97K) | $48.81(+32.20%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 3.65% | 830.4K | $36.9M | -7.70%(-69.31K) | $33.33(+47.59%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 3.33% | 1.17M | $33.6M | -11.29%(-148.40K) | $28.87(-1.56%) | 2026-03-31 | |
| JMBS | JANUS DETROIT STR TR | 2.8% | 620.2K | $28.3M | -10.19%(-70.35K) | $45.67(-1.17%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.69% | 405.0K | $27.2M | -1.32%(-5.41K) | $66.41(+20.69%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 2.54% | 548.8K | $25.7M | -9.12%(-55.08K) | $44.36(+21.14%) | 2026-03-31 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 2.34% | 670.9K | $23.7M | -0.38%(-2.54K) | $33.64(+9.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.22% | +37.59% |
| Top 20 Holdings Unweighted | +10.24% | +33.98% |
Sign up free to track Kwb Wealth, compare funds side by side, and get alerts the moment positions change.