StockDriftsStockDriftsTop 50 Ptm Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | 15.68% | 1.05M | $29.6M | -19.71%(-258.25K) | $23.84(+26.65%) | 2026-03-31 | |
| BALT | INNOVATOR ETFS TRUST | 14% | 787.2K | $26.4M | +117.77%(+425.70K) | $31.90(+6.60%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 11.84% | 163.4K | $22.4M | -9.40%(-16.96K) | $111.56(+48.47%) | 2026-03-31 | |
| ULST | SSGA ACTIVE ETF TR | 10.09% | 471.5K | $19.0M | -32.88%(-230.95K) | $40.62(-0.59%) | 2026-03-31 | |
| IMCG | ISHARES TR | 6.71% | 157.0K | $12.7M | +23.07%(+29.44K) | $75.18(+19.14%) | 2026-03-31 | |
| SMLF | ISHARES TR | 6.15% | 151.6K | $11.6M | -15.99%(-28.86K) | $65.83(+26.54%) | 2026-03-31 | |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | 6.03% | 500.9K | $11.4M | new | $22.71(+0.98%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 5.44% | 164.1K | $10.3M | +2.86%(+4.56K) | $55.90(+13.87%) | 2026-03-31 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 4.71% | 78.3K | $8.9M | new | $104.55(+24.99%) | 2026-03-31 | |
| CIBR | FIRST TR EXCHANGE-TRADED FD | 4.05% | 119.0K | $7.6M | new | $66.91(+5.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.35% | +10.38% |
| Top 20 Holdings Unweighted | +4.23% | +13.23% |
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