StockDriftsStockDriftsTop 50 Wise Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 26.39% | 254.7K | $19.5M | -0.56%(-1.43K) | $69.97(+24.88%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 8.33% | 14.3K | $6.2M | +0.32%(+46) | $273.93(+57.16%) | 2026-03-31 | |
| AGG | ISHARES TR | 6.77% | 50.4K | $5.0M | +1.94%(+958) | $99.09(-0.42%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 4.77% | 37.4K | $3.5M | +13.68%(+4.50K) | $75.43(+32.02%) | 2026-03-31 | |
| QQQD | DIREXION SHARES ETF TRUST | 4.68% | 234.5K | $3.5M | new | $13.86(-12.54%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 4.18% | 56.3K | $3.1M | +8.15%(+4.25K) | $49.24(+23.85%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.63% | 13.7K | $2.7M | +5.31%(+689) | $188.98(+10.26%) | 2026-03-31 | |
| FDHY | FIDELITY COVINGTON TRUST | 2.4% | 36.6K | $1.8M | +0.14%(+50) | $48.78(+0.78%) | 2026-03-31 | |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 2.37% | 59.7K | $1.8M | +4.00%(+2.29K) | $25.79(+20.90%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.8% | 2.3K | $1.3M | +0.70%(+16) | $515.15(+38.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.15% | +37.31% |
| Top 20 Holdings Unweighted | +10.33% | +34.30% |
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