StockDriftsStockDriftsTop 50 Wealth Management Solutions, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 20.08% | 413.9K | $29.3M | -1.60%(-6.74K) | — | 2023-09-30 | |
| MTUM | ISHARES TR | 12.32% | 128.6K | $18.0M | -2.16%(-2.85K) | — | 2023-09-30 | |
| SPTM | SPDR SER TR | 9.62% | 267.2K | $14.0M | -1.93%(-5.26K) | — | 2023-09-30 | |
| VHT | VANGUARD WORLD FDS | 7.6% | 47.2K | $11.1M | -3.73%(-1.83K) | — | 2023-09-30 | |
| FLTR | VANECK ETF TRUST | 6.93% | 399.6K | $10.1M | -1.61%(-6.54K) | — | 2023-09-30 | |
| QUAL | ISHARES TR | 5.91% | 65.4K | $8.6M | -3.94%(-2.69K) | — | 2023-09-30 | |
| SPSM | SPDR SER TR | 5.18% | 204.6K | $7.6M | -1.34%(-2.79K) | — | 2023-09-30 | |
| SCZ | ISHARES TR | 2.83% | 73.0K | $4.1M | -0.85%(-628) | — | 2023-09-30 | |
| ITOT | ISHARES TR | 1.94% | 30.1K | $2.8M | -1.10%(-336) | — | 2023-09-30 | |
| AAPL | APPLE INC | 1.78% | 15.1K | $2.6M | +0.07%(+10) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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