StockDriftsStockDriftsTop 50 Prism Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USEW | CAMBRIA US EW ETF | 9.89% | 757.6K | $37.0M | +0.00%(+0) | $50.76(+5.80%) | 2026-03-31 | |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 5.88% | 417.4K | $22.0M | -3.22%(-13.89K) | $36.99(+50.45%) | 2026-03-31 | |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | 5.23% | 480.4K | $19.6M | -4.56%(-22.95K) | $28.41(+74.68%) | 2026-03-31 | |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | 5.12% | 1.14M | $19.2M | +0.51%(+5.86K) | $16.39(+14.87%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 5.05% | 96.5K | $18.9M | -5.05%(-5.13K) | $149.47(+39.41%) | 2026-03-31 | |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 5.05% | 303.1K | $18.9M | -6.56%(-21.27K) | $56.32(+16.91%) | 2026-03-31 | |
| JAVA | JPMORGAN ACTIVE VALUE ETF | 4.69% | 244.9K | $17.6M | -3.92%(-9.98K) | $64.07(+19.23%) | 2026-03-31 | |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 4.67% | 184.6K | $17.5M | -5.92%(-11.62K) | $75.38(+31.54%) | 2026-03-31 | |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 4.14% | 311.5K | $15.5M | +1.99%(+6.07K) | $51.48(-3.08%) | 2026-03-31 | |
| EVSD | EATON VANCE SHORT DURATION INCOME ETF | 4.07% | 299.0K | $15.2M | new | $51.19(-0.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.65% | +35.49% |
| Top 20 Holdings Unweighted | +10.85% | +36.20% |
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