StockDriftsStockDriftsTop 50 WCG Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 2.73% | 558.5K | $97.4M | -6.90%(-41.39K) | $123.49(+90.90%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 2.49% | 3.40M | $89.1M | -2.46%(-85.93K) | $26.50(-0.64%) | 2026-03-31 | |
| SPYM | SPDR SER TR | 2.48% | 1.16M | $88.7M | +4.19%(+46.60K) | $73.89(+19.17%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.25% | 317.3K | $80.5M | -1.15%(-3.70K) | $209.09(+42.62%) | 2026-03-31 | |
| RODM | LATTICE STRATEGIES TR | 1.91% | 1.73M | $68.4M | +2.06%(+35.06K) | $33.10(+24.94%) | 2026-03-31 | |
| CRTC | DBX ETF TR | 1.73% | 1.74M | $61.8M | +5.44%(+89.84K) | $34.70(+11.36%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.7% | 291.6K | $60.7M | +7.81%(+21.14K) | $190.76(+40.08%) | 2026-03-31 | |
| SNPE | DBX ETF TR | 1.6% | 958.2K | $57.1M | -0.36%(-3.47K) | $56.52(+21.35%) | 2026-03-31 | |
| MUNI | PIMCO ETF TRUST INTER MUN BD ACT ETF | 1.41% | 962.8K | $50.2M | +11.36%(+98.23K) | $52.24(+0.01%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.4% | 173.9K | $50.0M | +2.26%(+3.85K) | $195.73(+104.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.98% | +48.06% |
| Top 20 Holdings Unweighted | +14.25% | +49.14% |
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