StockDriftsStockDriftsTop 39 Vericrest Private Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 21.06% | 35.9K | $23.5M | +0.46%(+164) | $677.08(+10.54%) | 2026-03-31 | |
| AGG | ISHARES TR | 7.22% | 81.1K | $8.1M | +11.35%(+8.27K) | $100.02(-1.40%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6.68% | 82.2K | $7.4M | +7.91%(+6.02K) | $88.50(+9.94%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.52% | 24.3K | $6.2M | -0.86%(-210) | $263.24(+17.24%) | 2026-03-31 | |
| MTGP | WISDOMTREE TR | 5.44% | 137.1K | $6.1M | +27.55%(+29.62K) | $44.51(-1.02%) | 2026-03-31 | |
| QGRW | WISDOMTREE TR | 5.27% | 110.0K | $5.9M | +11.16%(+11.04K) | $57.82(+12.65%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.61% | 73.6K | $5.1M | -4.03%(-3.09K) | $66.57(+19.93%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.79% | 34.0K | $4.2M | +2.86%(+946) | $119.58(+22.49%) | 2026-03-31 | |
| ITOT | ISHARES TR | 3.7% | 29.0K | $4.1M | +5.24%(+1.44K) | $147.09(+11.33%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.51% | 58.0K | $3.9M | +0.53%(+307) | $65.64(+15.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -19.11% | -47.07% |
| Top 20 Holdings Unweighted | -19.03% | -46.91% |
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