StockDriftsStockDriftsTop 50 Waterfront Wealth Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.71% | 30.8K | $14.8M | +0.57%(+174) | $230.69(+110.47%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.39% | 51.3K | $13.0M | +2.25%(+1.13K) | $145.08(+106.01%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 2.14% | 105.4K | $11.6M | +10.24%(+9.79K) | $89.51(+31.62%) | 2026-03-31 | |
| SGOV | ISHARES TR | 1.96% | 106.1K | $10.7M | +174.02%(+67.39K) | $100.56(-0.05%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.86% | 260.4K | $10.1M | -12.25%(-36.36K) | $26.33(+64.12%) | 2026-03-31 | |
| CSM | PROSHARES TR | 1.84% | 134.3K | $10.0M | +23.07%(+25.17K) | $50.88(+66.60%) | 2026-03-31 | |
| BGY | BLACKROCK ENHANCED INTL DIV | 1.75% | 1.76M | $9.5M | -21.64%(-487.14K) | $5.75(+0.50%) | 2026-03-31 | |
| RVT | ROYCE SMALL CAP TRUST INC | 1.72% | 564.6K | $9.4M | -12.15%(-78.09K) | $15.84(+16.57%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 1.7% | 129.9K | $9.2M | +4.57%(+5.68K) | $59.59(+28.37%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.64% | 31.0K | $8.9M | +3.30%(+991) | $127.97(+214.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.98% | +33.02% |
| Top 20 Holdings Unweighted | +10.27% | +34.09% |
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