StockDriftsStockDriftsTop 50 WMS Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 9.67% | 216.7K | $6.6M | -0.34%(-749) | $27.36(+16.02%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 7.45% | 101.2K | $5.1M | +0.00%(+0) | $50.66(-0.28%) | 2026-03-31 | |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 5.93% | 91.0K | $4.1M | +0.00%(+0) | $45.86(-1.44%) | 2026-03-31 | |
| MTUM | ISHARES TR | 5.4% | 15.5K | $3.7M | +32.58%(+3.80K) | $251.36(+21.50%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.04% | 13.7K | $3.5M | -19.02%(-3.21K) | $263.24(+13.53%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.87% | 59.1K | $3.3M | -4.00%(-2.46K) | $57.17(-2.17%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4.65% | 57.6K | $3.2M | -4.84%(-2.93K) | $57.82(+3.58%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.26% | 14.1K | $2.9M | -2.13%(-306) | $225.20(+19.95%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.75% | 8.8K | $2.6M | -0.32%(-28) | $318.82(-5.83%) | 2026-03-31 | |
| NOBL | PROSHARES TR | 3.51% | 22.7K | $2.4M | -1.11%(-255) | $103.57(+2.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -4.58% | -13.12% |
| Top 20 Holdings Unweighted | -9.76% | -26.53% |
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