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EBWM

Eagle Bluffs Wealth Management Portfolio holdings

AUM $257M
1-Year Est. Return 30.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$841K
3
+$694K
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$675K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$634K

Top Sells

1
+$962K
2
+$558K
3
+$312K
4
EVN
Eaton Vance Municipal Income Trust
EVN
+$262K
5
TEAF
Ecofin Sustainable & Social Impact Term Fund
TEAF
+$246K

Sector Composition

1 Technology 9.57%
2 Industrials 5.78%
3 Communication Services 5.53%
4 Financials 3.74%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 1.12%
32,593
+494
27
$1.64M 1.11%
4,623
+41
28
$1.6M 1.09%
14,274
+286
29
$1.48M 1.01%
6,160
+84
30
$1.45M 0.99%
13,216
+124
31
$1.45M 0.99%
13,779
+266
32
$1.41M 0.96%
70,298
+2,550
33
$1.4M 0.96%
15,502
-648
34
$1.38M 0.94%
15,111
+294
35
$1.36M 0.92%
8,924
+111
36
$1.3M 0.89%
6,775
37
$1.28M 0.87%
40,285
-302
38
$1.09M 0.74%
14,675
+135
39
$936K 0.64%
6,575
+126
40
$916K 0.62%
4,605
+57
41
$849K 0.58%
16,803
+8,157
42
$829K 0.56%
3,886
-26
43
$811K 0.55%
2,600
-119
44
$808K 0.55%
2,734
45
$760K 0.52%
5,097
+153
46
$755K 0.51%
4,799
+586
47
$742K 0.51%
1,554
48
$740K 0.5%
8,202
-144
49
$679K 0.46%
+13,346
50
$674K 0.46%
1,944
1
2
3