StockDriftsStockDriftsTop 50 West Wealth Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 10.49% | 469.1K | $53.1M | +6.72%(+29.55K) | $85.14(+59.04%) | 2026-03-31 | |
| IVE | ISHARES TR | 10.24% | 245.3K | $51.8M | +14.39%(+30.86K) | $188.13(+22.36%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 8.53% | 1.34M | $43.2M | new | $31.61(+13.56%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 8.5% | 562.0K | $43.0M | +73.53%(+238.15K) | $64.97(+34.94%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 7.46% | 649.2K | $37.8M | -4.13%(-27.97K) | $47.21(+42.19%) | 2026-03-31 | |
| IUSB | ISHARES TR | 3.91% | 428.1K | $19.8M | +6.11%(+24.65K) | $46.87(-1.94%) | 2026-03-31 | |
| EFV | ISHARES TR | 3.87% | 263.1K | $19.6M | -42.52%(-194.64K) | $56.21(+38.51%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 3.79% | 408.7K | $19.2M | -22.51%(-118.68K) | $41.13(+24.28%) | 2026-03-31 | |
| CMF | ISHARES TR | 3.73% | 331.8K | $18.9M | +21.19%(+58.01K) | $57.34(+0.43%) | 2026-03-31 | |
| THRO | BLACKROCK ETF TRUST | 3.37% | 470.7K | $17.0M | +7.89%(+34.41K) | $34.16(+24.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.54% | +46.35% |
| Top 20 Holdings Unweighted | +11.55% | +38.80% |
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