StockDriftsStockDriftsTop 31 Lwm Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | 23.22% | 125.3K | $26.8M | +6.65%(+7.81K) | $189.38(+22.52%) | 2026-03-31 | |
| IWF | ISHARES TR | 19.14% | 51.7K | $22.1M | +4.04%(+2.01K) | $390.86(-69.19%) | 2026-03-31 | |
| EFA | ISHARES TR | 11.85% | 140.7K | $13.7M | -1.19%(-1.70K) | $79.64(+28.12%) | 2026-03-31 | |
| SHY | ISHARES TR | 7.69% | 107.3K | $8.9M | +0.60%(+645) | $82.59(-0.48%) | 2026-03-31 | |
| IWN | ISHARES TR | 6.38% | 38.8K | $7.4M | +1.63%(+622) | $166.05(+26.24%) | 2026-03-31 | |
| IWO | ISHARES TR | 6.33% | 23.3K | $7.3M | +3.13%(+706) | $287.63(+28.02%) | 2026-03-31 | |
| EEM | ISHARES TR | 5.12% | 103.9K | $5.9M | -2.30%(-2.45K) | $43.83(+49.22%) | 2026-03-31 | |
| IWS | ISHARES TR | 4.14% | 32.7K | $4.8M | -4.19%(-1.43K) | $131.21(+20.15%) | 2026-03-31 | |
| IWP | ISHARES TR | 3.45% | 31.0K | $4.0M | -5.54%(-1.82K) | $122.51(+12.24%) | 2026-03-31 | |
| LQD | ISHARES TR | 3.21% | 33.9K | $3.7M | +3.23%(+1.06K) | $109.91(-1.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.64% | +14.59% |
| Top 20 Holdings Unweighted | +4.27% | +13.38% |
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