StockDriftsStockDriftsTop 50 SPWM Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PWV | INVESCO EXCHANGE TRADED FD T | 11.17% | 176.1K | $12.9M | +10.32%(+16.48K) | $66.08(+17.34%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 9.92% | 251.1K | $11.4M | +25.13%(+50.43K) | $46.08(-1.32%) | 2026-03-31 | |
| DFEV | DIMENSIONAL ETF TRUST | 9.76% | 272.4K | $11.2M | +43.98%(+83.22K) | $33.41(+23.50%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 9.26% | 90.2K | $10.7M | +29.41%(+20.50K) | $102.00(+21.09%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.04% | 13.2K | $3.5M | -1.74%(-233) | $225.20(+7.76%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.85% | 8.1K | $3.3M | +3.74%(+290) | $498.12(-21.61%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.66% | 13.9K | $3.1M | +1.93%(+262) | $186.42(+4.51%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 2.32% | 6.2K | $2.7M | -17.76%(-1.34K) | $230.86(+161.21%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.25% | 6.7K | $2.6M | -18.44%(-1.51K) | $278.05(+29.44%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.98% | 3.8K | $2.3M | -5.70%(-228) | $697.24(-16.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -6.04% | -17.05% |
| Top 20 Holdings Unweighted | -14.72% | -37.98% |
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