StockDriftsStockDriftsTop 50 LifeWealth Investments, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | 9.83% | 132.3K | $32.9M | +20.81%(+22.80K) | $237.59(+22.90%) | 2026-03-31 | |
| IWX | ISHARES TR | 6.32% | 228.6K | $21.2M | +17.95%(+34.78K) | $83.58(+22.56%) | 2026-03-31 | |
| SCEC | CAPITOL SER TR | 5.71% | 763.0K | $19.1M | +31.75%(+183.85K) | $25.24(-1.17%) | 2026-03-31 | |
| BUFF | INNOVATOR ETFS TRUST | 4.97% | 336.9K | $16.6M | +26.24%(+70.03K) | $46.29(+12.76%) | 2026-03-31 | |
| EFV | ISHARES TR | 3.57% | 160.9K | $12.0M | +11.69%(+16.84K) | $59.03(+33.04%) | 2026-03-31 | |
| IWS | ISHARES TR | 3.34% | 76.9K | $11.2M | +15.53%(+10.34K) | $132.24(+19.02%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 3.24% | 123.1K | $10.9M | +9.45%(+10.63K) | $55.98(+57.53%) | 2026-03-31 | |
| EFG | ISHARES TR | 3.13% | 94.3K | $10.5M | +13.40%(+11.14K) | $104.55(+16.10%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 3.1% | 208.0K | $10.4M | +16.70%(+29.76K) | $50.00(+0.93%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.92% | 38.5K | $9.8M | +1.55%(+589) | $230.76(+29.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.09% | +22.81% |
| Top 20 Holdings Unweighted | +7.73% | +25.02% |
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