StockDriftsStockDriftsTop 50 OneAscent Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OACP | UNIFIED SER TR | 19.24% | 2.56M | $58.2M | +5.56%(+135.04K) | $23.72(-4.37%) | 2026-03-31 | |
| OAIM | UNIFIED SER TR | 13.59% | 954.7K | $41.1M | +3.70%(+34.09K) | $28.71(+64.38%) | 2026-03-31 | |
| OALC | UNIFIED SER TR | 13.24% | 1.17M | $40.0M | +0.57%(+6.65K) | $25.88(+53.32%) | 2026-03-31 | |
| OAEM | UNIFIED SER TR | 5.98% | 448.4K | $18.1M | +2.88%(+12.55K) | $29.94(+59.32%) | 2026-03-31 | |
| OASC | UNIFIED SER TR | 5.73% | 581.3K | $17.3M | +9.49%(+50.40K) | $26.65(+25.99%) | 2026-03-31 | |
| ELCV | STRATEGY SHS | 2.33% | 243.3K | $7.1M | -14.18%(-40.20K) | $8.54(+262.56%) | 2026-03-31 | |
| IBD | NORTHERN LTS FD TR IV | 2.31% | 292.5K | $7.0M | +0.46%(+1.34K) | $23.62(+0.85%) | 2026-03-31 | |
| VFLO | VICTORY PORTFOLIOS II | 1.86% | 142.6K | $5.6M | +15.52%(+19.16K) | $34.89(+22.50%) | 2026-03-31 | |
| CLOI | VANECK ETF TRUST | 1.45% | 82.9K | $4.4M | -0.69%(-573) | $53.02(-0.33%) | 2026-03-31 | |
| HYBL | SSGA ACTIVE TR | 1.4% | 152.3K | $4.2M | -4.92%(-7.89K) | $28.62(-1.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.58% | +21.06% |
| Top 20 Holdings Unweighted | +8.31% | +27.05% |
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