StockDriftsStockDriftsTop 50 Sendero Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 20.66% | 582.1K | $186.8M | +0.48%(+2.78K) | $228.05(+59.92%) | 2026-03-31 | |
| EAGL | 2023 ETF SERIES TRUST | 9.18% | 2.73M | $83.0M | +16.18%(+380.15K) | $29.10(+11.25%) | 2026-03-31 | |
| MGNR | AMERICAN BEACON SELECT FUNDS | 8.33% | 1.46M | $75.3M | +24.90%(+290.95K) | $35.23(+56.76%) | 2026-03-31 | |
| ITOT | ISHARES TR | 3.38% | 214.7K | $30.6M | +0.23%(+488) | $94.49(+71.43%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.3% | 171.3K | $29.9M | -0.69%(-1.18K) | $55.21(+309.07%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.62% | 82.4K | $23.7M | -11.68%(-10.90K) | $123.65(+225.62%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.28% | 55.6K | $20.6M | -0.93%(-523) | $341.01(+18.83%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.94% | 84.4K | $17.6M | -9.75%(-9.12K) | $136.86(+97.38%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.57% | 45.7K | $14.2M | +0.61%(+276) | $253.92(+64.14%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.32% | 20.0K | $11.9M | -2.86%(-587) | $432.37(+57.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.10% | +64.74% |
| Top 20 Holdings Unweighted | +19.86% | +72.18% |
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