StockDriftsStockDriftsTop 50 Prw Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 17.21% | 108.1K | $45.1M | +44.23%(+33.16K) | — | 2023-09-30 | |
| VUG | VANGUARD INDEX FDS | 9.11% | 89.8K | $23.9M | +67.95%(+36.33K) | — | 2023-09-30 | |
| EFA | ISHARES TR | 5.88% | 231.5K | $15.4M | +323.99%(+176.90K) | — | 2023-09-30 | |
| QQQ | INVESCO QQQ TR | 5.12% | 38.4K | $13.4M | -1.60%(-626) | — | 2023-09-30 | |
| VTV | VANGUARD INDEX FDS | 4.6% | 90.6K | $12.1M | -7.35%(-7.19K) | — | 2023-09-30 | |
| MINT | PIMCO ETF TR | 3.85% | 101.0K | $10.1M | +16.96%(+14.64K) | — | 2023-09-30 | |
| AGG | ISHARES TR | 3.75% | 106.5K | $9.8M | +713.18%(+93.43K) | — | 2023-09-30 | |
| YJUN | FIRST TR EXCHNG TRADED FD VI | 3.21% | 433.3K | $8.4M | -49.77%(-429.33K) | — | 2023-09-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.18% | 166.0K | $8.3M | +8.03%(+12.34K) | — | 2023-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.06% | 160.1K | $8.0M | +5.90%(+8.92K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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