StockDriftsStockDriftsTop 50 Newport Capital Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 9.35% | 35.9K | $15.3M | -1.75%(-641) | $234.24(-48.28%) | 2026-03-31 | |
| IWD | ISHARES TR | 9.25% | 71.1K | $15.2M | -0.18%(-129) | $146.52(+68.44%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 8.03% | 179.0K | $13.2M | +5.94%(+10.04K) | $77.10(-5.17%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 7.88% | 217.2K | $12.9M | +5.51%(+11.35K) | $60.62(-3.00%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.95% | 178.0K | $11.4M | +1.14%(+2.01K) | $43.92(+61.21%) | 2026-03-31 | |
| AJG | GALLAGHER ARTHUR J & CO | 6.77% | 51.3K | $11.1M | -0.06%(-32) | $141.04(+78.98%) | 2026-03-31 | |
| IWM | ISHARES TR | 5.05% | 33.4K | $8.3M | +0.23%(+78) | $177.13(+68.00%) | 2026-03-31 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 3.97% | 10.6K | $6.5M | +2.64%(+272) | $433.48(+60.03%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.05% | 50.4K | $5.0M | -0.64%(-325) | $102.25(-3.56%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.89% | 93.8K | $4.7M | -5.46%(-5.42K) | $50.37(+0.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.66% | +28.30% |
| Top 20 Holdings Unweighted | +7.79% | +25.25% |
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