StockDriftsStockDriftsTop 50 Prestige Wealth Management Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | 10.41% | 603.6K | $53.0M | -3.16%(-19.72K) | $48.82(+98.01%) | 2026-03-31 | |
| ICVT | ISHARES TR | 5.95% | 297.6K | $30.3M | +0.87%(+2.57K) | $84.57(+40.92%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 5.94% | 410.9K | $30.3M | +5.74%(+22.30K) | $72.87(+0.40%) | 2026-03-31 | |
| MBB | ISHARES TR | 5.89% | 316.0K | $30.0M | +17959.49%(+314.29K) | $96.77(-2.58%) | 2026-03-31 | |
| AGGY | WISDOMTREE TR | 5.85% | 686.1K | $29.8M | +8.10%(+51.43K) | $48.77(-10.94%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.15% | 103.3K | $26.2M | -0.48%(-500) | $76.38(+290.42%) | 2026-03-31 | |
| QGRW | WISDOMTREE TR | 3.77% | 359.3K | $19.2M | -6.10%(-23.35K) | $1102.54(-93.99%) | 2026-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 3.75% | 172.1K | $19.1M | +164.55%(+107.04K) | $94.51(+23.92%) | 2026-03-31 | |
| CL | COLGATE PALMOLIVE CO | 2.46% | 147.2K | $12.5M | +0.06%(+87) | $64.70(+37.31%) | 2026-03-31 | |
| XLY | SELECT SECTOR SPDR TR | 2.46% | 114.8K | $12.5M | +17397.10%(+114.12K) | $113.97(+4.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.59% | +42.72% |
| Top 20 Holdings Unweighted | +16.58% | +58.43% |
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