StockDriftsStockDriftsTop 50 Northwest Financial Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GTO | INVESCO ACTIVELY MANAGED EXC | 7% | 77.5K | $3.6M | +9.82%(+6.92K) | $46.71(+0.38%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 6.68% | 46.1K | $3.5M | +11.13%(+4.61K) | $63.37(+30.02%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.79% | 5.2K | $3.0M | +0.70%(+36) | $393.71(+81.53%) | 2026-03-31 | |
| JMBS | JANUS DETROIT STR TR | 4.96% | 56.9K | $2.6M | +9.64%(+5.01K) | $45.07(+0.13%) | 2026-03-31 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 4.15% | 64.4K | $2.1M | +6.62%(+4.00K) | $26.56(+49.51%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.11% | 50.1K | $2.1M | +13.76%(+6.06K) | $34.81(+37.33%) | 2026-03-31 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 4.09% | 78.1K | $2.1M | +47.87%(+25.30K) | $26.96(+1.27%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 3.81% | 44.1K | $2.0M | +0.77%(+338) | $36.63(+24.04%) | 2026-03-31 | |
| BN | BROOKFIELD CORP | 3.66% | 46.9K | $1.9M | -1.64%(-780) | $23.85(+89.05%) | 2026-03-31 | |
| NOBL | PROSHARES TR | 3.24% | 15.8K | $1.7M | -0.63%(-101) | $92.52(+14.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.80% | +43.51% |
| Top 20 Holdings Unweighted | +13.88% | +47.68% |
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