StockDriftsStockDriftsTop 50 Wealth Enhancement Advisory Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.48% | 4.48M | $2.94B | -31.41%(-2.05M) | $391.48(+85.70%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.23% | 14.93M | $1.47B | -23.93%(-4.70M) | $100.52(-1.74%) | 2026-03-31 | |
| SMTH | ALPS ETF TR | 2.36% | 42.09M | $1.07B | -24.12%(-13.38M) | $25.99(-0.94%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.76% | 2.36M | $799.4M | -21.81%(-657.84K) | $355.98(+15.56%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 1.56% | 14.59M | $707.7M | -20.94%(-3.87M) | $33.62(+54.89%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.52% | 12.96M | $693.1M | -29.55%(-5.44M) | $43.06(+37.84%) | 2026-03-31 | |
| USVM | VICTORY PORTFOLIOS II | 1.45% | 6.97M | $659.5M | -20.54%(-1.80M) | $82.35(+25.86%) | 2026-03-31 | |
| JMOM | J P MORGAN EXCHANGE TRADED F | 1.38% | 9.12M | $628.2M | -25.50%(-3.12M) | $51.86(+49.25%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 1.37% | 7.70M | $621.2M | -25.79%(-2.68M) | $63.09(+38.50%) | 2026-03-31 | |
| IMTM | ISHARES TR | 1.28% | 11.98M | $581.6M | -39.70%(-7.89M) | $34.59(+49.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.13% | +44.78% |
| Top 20 Holdings Unweighted | +14.75% | +51.10% |
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