StockDriftsStockDriftsTop 50 Svb Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.8% | 346.8K | $88.0M | -8.46%(-32.06K) | $241.47(+17.69%) | 2026-03-31 | |
| IWY | iShares Russell Top 200 Growth | 4.47% | 272.4K | $67.8M | -9.93%(-30.02K) | $213.68(+31.74%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.65% | 149.7K | $55.4M | -2.90%(-4.47K) | $53.32(+671.55%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 2.9% | 211.2K | $44.0M | +1.70%(+3.54K) | $80.27(+240.80%) | 2026-03-31 | |
| IWX | iShares Russell Top 200 Value | 2.81% | 459.9K | $42.6M | -9.53%(-48.46K) | $77.43(+30.08%) | 2026-03-31 | |
| IWS | ISHARES RUSSELL MID-CAP VALUE | 2.51% | 261.2K | $38.1M | -0.54%(-1.42K) | $128.05(+23.12%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 2.34% | 54.4K | $35.6M | +7.89%(+3.98K) | $598.45(+21.48%) | 2026-03-31 | |
| AGG | ISHARES TRUST CORE US AGGBD ET | 2.12% | 324.8K | $32.2M | -12.44%(-46.16K) | $98.77(+0.00%) | 2026-03-31 | |
| VCRB | Vanguard Core Bond ETF | 1.65% | 323.2K | $25.0M | +17.41%(+47.94K) | $2695.75(-97.14%) | 2026-03-31 | |
| IWP | ISHARES TR RUS MD CP GR ETF | 1.5% | 177.3K | $22.7M | -4.64%(-8.63K) | $120.05(+14.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +26.95% | +104.62% |
| Top 20 Holdings Unweighted | +16.23% | +57.04% |
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