StockDriftsStockDriftsTop 50 SK Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GPIX | GOLDMAN SACHS ETF TR | 12.69% | 909.8K | $45.8M | +4.37%(+38.05K) | $50.82(+8.30%) | 2026-03-31 | |
| DDWM | WISDOMTREE TR | 11.57% | 931.9K | $41.7M | -5.91%(-58.56K) | $42.29(+10.04%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 11.25% | 944.3K | $40.5M | +7.11%(+62.66K) | $42.56(+15.01%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 9.68% | 1.18M | $34.9M | -2.47%(-29.90K) | $27.47(+24.19%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 6.34% | 258.3K | $22.8M | -5.19%(-14.13K) | $80.92(+18.46%) | 2026-03-31 | |
| SPIN | SSGA ACTIVE TR | 4.9% | 577.5K | $17.7M | -4.12%(-24.82K) | $31.92(+1.00%) | 2026-03-31 | |
| CGIC | CAPITAL GROUP INTERNATIONAL | 4.84% | 520.7K | $17.5M | +25.15%(+104.64K) | $31.79(+13.15%) | 2026-03-31 | |
| LVHI | LEGG MASON ETF INVT | 4.64% | 408.3K | $16.7M | +0.15%(+612) | $30.58(+34.25%) | 2026-03-31 | |
| CSPF | COHEN & STEERS ETF TRUST | 2.52% | 352.5K | $9.1M | +291.65%(+262.47K) | $25.69(+1.64%) | 2026-03-31 | |
| EVIM | MORGAN STANLEY ETF TRUST | 2.46% | 168.3K | $8.9M | +319.74%(+128.21K) | $52.69(+1.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.00% | +15.76% |
| Top 20 Holdings Unweighted | +6.39% | +20.41% |
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