StockDriftsStockDriftsTop 50 SWS Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.69% | 60.2K | $39.3M | +3.50%(+2.03K) | $438.95(+69.89%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 4.42% | 718.9K | $17.9M | +11.24%(+72.62K) | $24.96(-1.12%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.89% | 233.5K | $15.8M | -0.27%(-639) | $49.97(+46.36%) | 2026-03-31 | |
| IDUB | ETF SER SOLUTIONS | 3.32% | 546.1K | $13.5M | +1.33%(+7.18K) | $21.37(+28.48%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.16% | 73.5K | $12.8M | +37.46%(+20.04K) | $64.80(+248.48%) | 2026-03-31 | |
| SPYD | SPDR SERIES TRUST | 2.72% | 242.0K | $11.0M | -1.70%(-4.18K) | $41.53(+12.25%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.53% | 35.7K | $10.3M | -16.83%(-7.21K) | $162.59(+147.63%) | 2026-03-31 | |
| OSCV | ETF SER SOLUTIONS | 2.25% | 231.1K | $9.1M | -2.67%(-6.34K) | $36.66(+10.25%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 2.09% | 180.9K | $8.5M | +14.08%(+22.33K) | $46.41(+0.60%) | 2026-03-31 | |
| GH | GUARDANT HEALTH INC | 1.81% | 79.5K | $7.3M | +2.94%(+2.27K) | $39.27(+150.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.64% | +42.92% |
| Top 20 Holdings Unweighted | +13.59% | +46.58% |
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