StockDriftsStockDriftsTop 50 Wny Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGCP | CAPITAL GRP FIXED INCM ETF T | 9.72% | 4.21M | $94.0M | new | $22.42(-0.58%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 7.5% | 1.80M | $72.5M | new | $35.68(+30.42%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 6.99% | 1.59M | $67.6M | new | $27.47(+78.22%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.39% | 1.59M | $61.8M | new | $33.28(+32.97%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.81% | 1.44M | $56.2M | new | $30.39(+36.84%) | 2026-03-31 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 3.37% | 454.2K | $32.6M | new | $54.45(+47.25%) | 2026-03-31 | |
| JEMA | J P MORGAN EXCHANGE TRADED F | 3.14% | 583.4K | $30.4M | new | $50.51(+21.47%) | 2026-03-31 | |
| VPLS | VANGUARD MALVERN FDS | 2.94% | 366.6K | $28.4M | new | $220.74(-65.03%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.91% | 65.5K | $28.2M | new | $209.43(+80.55%) | 2026-03-31 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 2.46% | 712.7K | $23.8M | new | $22.93(+77.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.63% | +35.41% |
| Top 20 Holdings Unweighted | +10.71% | +35.68% |
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