StockDriftsStockDriftsTop 50 WMG Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 23.26% | 501.5K | $55.8M | -0.10%(-485) | $78.71(+58.91%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 13.33% | 289.2K | $31.9M | -3.41%(-10.20K) | $82.32(+43.11%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 6.95% | 196.3K | $16.7M | -8.79%(-18.93K) | $59.71(+53.03%) | 2026-03-31 | |
| HECA | ETF OPPORTUNITIES TRUST | 4.72% | 392.2K | $11.3M | +216.98%(+268.48K) | $28.02(-0.42%) | 2026-03-31 | |
| AVMV | AMERICAN CENTY ETF TR | 4.29% | 138.5K | $10.3M | +0.42%(+579) | $60.10(+29.57%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.99% | 95.9K | $9.6M | -6.39%(-6.54K) | $63.23(+74.08%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.45% | 102.7K | $8.3M | -6.15%(-6.73K) | $56.99(+66.48%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.64% | 24.9K | $6.3M | +6.11%(+1.43K) | $176.72(+69.12%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 2.17% | 7.5K | $5.2M | +53.37%(+2.60K) | $68.83(+64.84%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.07% | 28.5K | $5.0M | +1.83%(+513) | $99.27(+127.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.36% | +41.85% |
| Top 20 Holdings Unweighted | +10.39% | +34.52% |
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