StockDriftsStockDriftsTop 50 WealthPoint Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 4.75% | 68.0K | $5.5M | +0.00%(+0) | $79.28(+10.20%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.25% | 80.3K | $4.9M | +0.00%(+0) | $60.01(+10.72%) | 2026-03-31 | |
| IVE | ISHARES TR | 4.18% | 22.7K | $4.8M | +0.00%(+0) | $209.29(+7.33%) | 2026-03-31 | |
| IVW | ISHARES TR | 3.61% | 33.7K | $4.1M | +0.00%(+0) | $121.99(+12.51%) | 2026-03-31 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 3.57% | 69.2K | $4.1M | +0.00%(+0) | $58.40(+8.70%) | 2026-03-31 | |
| EFV | ISHARES TR | 2.81% | 45.3K | $3.2M | +0.00%(+0) | $69.62(+12.81%) | 2026-03-31 | |
| SPY | SPDR SP 500 ETF TR | 2.39% | 4.0K | $2.7M | +0.00%(+0) | $674.05(+10.13%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 2.37% | 116.6K | $2.7M | +0.00%(+0) | $23.42(-1.45%) | 2026-03-31 | |
| AGGY | WISDOMTREE TR | 2.35% | 61.2K | $2.7M | +0.00%(+0) | $44.16(-1.61%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.24% | 38.3K | $2.6M | +0.00%(+0) | $66.57(+23.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -12.13% | -32.15% |
| Top 20 Holdings Unweighted | -11.06% | -29.65% |
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