StockDriftsStockDriftsTop 50 Premier Private Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 8.93% | 275.8K | $8.5M | +44.51%(+84.95K) | $27.89(+16.15%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 8.04% | 52.2K | $7.6M | +1.16%(+598) | $139.64(+11.48%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 6.88% | 95.6K | $6.5M | +28.55%(+21.23K) | $68.48(+17.03%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 6.14% | 24.5K | $5.8M | +18.39%(+3.80K) | $249.28(+17.71%) | 2026-03-31 | |
| IEFA | ISHARES TR | 5.68% | 59.5K | $5.4M | +0.89%(+522) | $88.40(+10.07%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 4.96% | 53.6K | $4.7M | -30.00%(-22.95K) | $89.19(+7.47%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 4.9% | 96.2K | $4.7M | +0.45%(+432) | $46.59(+22.22%) | 2026-03-31 | |
| IMCG | ISHARES TR | 4.76% | 57.3K | $4.5M | +25.79%(+11.74K) | $80.88(+20.27%) | 2026-03-31 | |
| TOTL | SSGA ACTIVE ETF TR | 4.03% | 96.3K | $3.8M | -6.71%(-6.92K) | $40.41(-2.66%) | 2026-03-31 | |
| DDWM | WISDOMTREE TR | 3.69% | 79.4K | $3.5M | -10.52%(-9.33K) | $42.67(+9.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.70% | +5.20% |
| Top 20 Holdings Unweighted | -1.86% | -5.47% |
Sign up free to track Premier Private Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.