StockDriftsStockDriftsTop 50 Wfa Asset Management Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 14.72% | 320.4K | $27.1M | -11.41%(-41.28K) | $25.69(+10.62%) | 2025-09-30 | |
| SPYG | SPDR SER TR | 10.55% | 234.1K | $19.4M | -4.73%(-11.61K) | $71.15(+50.52%) | 2025-09-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 9.54% | 171.1K | $17.5M | +20.68%(+29.32K) | $94.69(+13.31%) | 2025-09-30 | |
| BBLU | EA SERIES TRUST | 8.34% | 1.21M | $15.3M | +10.85%(+118.15K) | $12.11(+27.29%) | 2025-09-30 | |
| IWL | ISHARES TR | 6.87% | 90.0K | $12.6M | -1.63%(-1.49K) | $112.87(+52.97%) | 2025-09-30 | |
| RWJ | INVESCO EXCH TRADED FD TR II | 5.63% | 226.6K | $10.4M | -11.69%(-30.00K) | $39.51(+30.96%) | 2025-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.24% | 53.8K | $9.6M | -10.91%(-6.58K) | $167.90(+17.01%) | 2025-09-30 | |
| XLP | SELECT SECTOR SPDR TR | 5.22% | 115.7K | $9.6M | -16.23%(-22.43K) | $77.95(+0.63%) | 2025-09-30 | |
| AAPL | APPLE INC | 4.33% | 34.2K | $8.0M | -1.58%(-547) | $167.09(+55.03%) | 2025-09-30 | |
| ACWV | ISHARES INC | 3.66% | 58.7K | $6.7M | -9.63%(-6.26K) | $105.96(+12.87%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.60% | +58.54% |
| Top 20 Holdings Unweighted | +19.18% | +69.27% |
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