StockDriftsStockDriftsTop 50 Watershed Private Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15.46% | 75.9K | $49.6M | +13.00%(+8.73K) | $462.07(+57.33%) | 2026-03-31 | |
| AGG | ISHARES TR | 5.11% | 165.2K | $16.4M | -8.44%(-15.23K) | $98.39(+0.38%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.1% | 93.9K | $16.4M | -6.82%(-6.87K) | $88.82(+121.24%) | 2026-03-31 | |
| EFV | ISHARES TR | 4.61% | 199.0K | $14.8M | +9.90%(+17.93K) | $57.34(+34.33%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.56% | 74.5K | $14.6M | -13.27%(-11.39K) | $168.31(+22.70%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.45% | 32.7K | $14.3M | +4.26%(+1.34K) | $57.52(+46.58%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.58% | 212.2K | $11.5M | -3.18%(-6.96K) | $46.81(+26.80%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.27% | 180.4K | $10.5M | -8.55%(-16.85K) | $42.90(+50.43%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.21% | 17.9K | $10.3M | +2.37%(+414) | $421.03(+61.89%) | 2026-03-31 | |
| EFG | ISHARES TR | 2.69% | 77.5K | $8.6M | +235.73%(+54.43K) | $109.55(+9.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.26% | +45.27% |
| Top 20 Holdings Unweighted | +12.21% | +41.27% |
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