EBWM
Eagle Bluffs Wealth Management Portfolio holdings
AUM
$210M
This Quarter Return
+9.04%
1 Year Return
+17.03%
3 Year Return
+62.21%
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
+$122M
(+28%)
Cap. Flow
+$20.2M
Cap. Flow
% of AUM
16.56%
Top 10 Holdings %
Top 10 Hldgs %
49.18%
Holding
69
New
8
Increased
50
Reduced
2
Closed
3
Top Buys
Top Sells
| 1 |
Automatic Data Processing
ADP
|
$1.65M |
| 2 |
SBNY
Signature Bank
SBNY
|
$537K |
| 3 |
Intel
INTC
|
$525K |
| 4 |
iShares Short Maturity Bond ETF
NEAR
|
$96.1K |
| 5 |
TJX Companies
TJX
|
$24.8K |
Sector Composition
| 1 | Technology | 11.46% |
| 2 | Communication Services | 6.67% |
| 3 | Consumer Discretionary | 4.97% |
| 4 | Industrials | 4.54% |
| 5 | Financials | 4.04% |
