StockDriftsStockDriftsTop 40 Surience Private Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 10.94% | 332.3K | $10.2M | -22.48%(-96.37K) | $27.36(+16.02%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 8.52% | 12.2K | $7.9M | +10.53%(+1.16K) | $592.61(+25.26%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 8.26% | 81.7K | $7.7M | +3054.13%(+79.10K) | $91.97(+8.29%) | 2026-03-31 | |
| IWM | ISHARES TR | 5.53% | 20.8K | $5.2M | -43.20%(-15.79K) | $218.16(+29.57%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.37% | 74.1K | $5.0M | new | $66.76(+9.53%) | 2026-03-31 | |
| XLRE | SELECT SECTOR SPDR TR | 4.81% | 109.8K | $4.5M | new | $40.59(+8.92%) | 2026-03-31 | |
| AMLP | ALPS ETF TR | 4.51% | 79.8K | $4.2M | new | $49.83(+6.70%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 4.51% | 68.5K | $4.2M | new | $52.98(+8.77%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 3.32% | 30.8K | $3.1M | new | $100.46(+0.07%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 3.22% | 7.8K | $3.0M | +1174.88%(+7.20K) | $360.68(+58.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.20% | +56.91% |
| Top 20 Holdings Unweighted | +15.24% | +53.03% |
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