StockDriftsStockDriftsTop 50 Pfw Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | 10.84% | 453.1K | $34.5M | -0.17%(-763) | $61.02(+28.61%) | 2026-03-31 | |
| VMC | VULCAN MATLS CO | 9.18% | 107.2K | $29.2M | +0.00%(+0) | $197.79(+47.38%) | 2026-03-31 | |
| IWF | ISHARES TR | 8.58% | 64.0K | $27.3M | -0.41%(-264) | $260.19(-53.72%) | 2026-03-31 | |
| IWD | ISHARES TR | 7.46% | 111.0K | $23.7M | -2.57%(-2.93K) | $154.27(+50.40%) | 2026-03-31 | |
| IWR | ISHARES TR | 5.55% | 181.4K | $17.6M | -0.58%(-1.07K) | $70.98(+48.01%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.83% | 189.9K | $12.2M | +0.12%(+235) | $48.17(+43.19%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.86% | 168.0K | $9.1M | +0.03%(+45) | $41.16(+44.22%) | 2026-03-31 | |
| WCPB | NORTHERN LTS FD TR II | 2.65% | 332.7K | $8.4M | new | $25.42(-0.41%) | 2026-03-31 | |
| EEM | ISHARES TR | 2.19% | 122.5K | $7.0M | -5.09%(-6.57K) | $39.53(+65.42%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 2.18% | 91.5K | $6.9M | +42.22%(+27.15K) | $75.54(-0.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.70% | +46.99% |
| Top 20 Holdings Unweighted | +12.69% | +43.10% |
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