StockDriftsStockDriftsTop 50 Mpwm Advisory Solutions, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET | 17.11% | 49.7K | $32.3M | +1.46%(+716) | $581.58(+28.64%) | 2026-03-31 | |
| SPTM | STATE STREET | 8.74% | 208.6K | $16.5M | +2.28%(+4.66K) | $71.16(+27.26%) | 2026-03-31 | |
| SPTL | STATE STREET | 4.84% | 347.2K | $9.1M | +44.32%(+106.62K) | $27.18(-4.95%) | 2026-03-31 | |
| QQQ | INVESCO QQQ | 4.61% | 15.1K | $8.7M | +13.90%(+1.84K) | $512.28(+40.51%) | 2026-03-31 | |
| IWM | ISHARES RUSSELL | 3.09% | 23.5K | $5.8M | +1.19%(+276) | $229.66(+23.86%) | 2026-03-31 | |
| CLOI | VANECK CLO | 2.77% | 99.3K | $5.2M | +8.00%(+7.35K) | $52.91(-0.14%) | 2026-03-31 | |
| BUFQ | FIRST TRUST | 2.73% | 145.8K | $5.1M | -4.53%(-6.91K) | $32.77(+18.71%) | 2026-03-31 | |
| DFUS | DIMENSIONAL US | 2.09% | 55.6K | $3.9M | -1.68%(-952) | $62.99(+29.16%) | 2026-03-31 | |
| QQQM | INVESCO NASDAQ | 2.09% | 16.6K | $3.9M | -34.15%(-8.60K) | $206.42(+43.57%) | 2026-03-31 | |
| SPYG | STATE STREET | 1.99% | 38.4K | $3.8M | -0.72%(-279) | $105.59(+13.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.28% | +45.38% |
| Top 20 Holdings Unweighted | +12.27% | +41.53% |
Sign up free to track Mpwm Advisory Solutions, Llc, compare funds side by side, and get alerts the moment positions change.