EBWM
Eagle Bluffs Wealth Management Portfolio holdings
AUM
$232M
1-Year Est. Return
18.01%
1 Year Est. Return
+18.01%
AUM
$232M
AUM Growth
+$21.5M
(+10%)
Holding
78
Top Buys
| 1 | +$2.65M | |
| 2 | +$1.11M | |
| 3 | +$494K | |
| 4 |
iShares International Select Dividend ETF
IDV
|
+$335K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$268K |
Top Sells
| 1 | +$201K | |
| 2 | +$75.2K | |
| 3 | +$73.1K | |
| 4 |
Capital One
COF
|
+$71.9K |
| 5 |
NVIDIA
NVDA
|
+$36.8K |
Sector Composition
| 1 | Technology | 15.5% |
| 2 | Industrials | 7.27% |
| 3 | Communication Services | 6.53% |
| 4 | Financials | 6.45% |
| 5 | Consumer Discretionary | 3.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Exelon
EXC
$45.1B
| $204K | 0.09% |
+4,543
|
|
||
77
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$75M
| $142K | 0.06% |
10,565
+80
|
|
||
78
Procter & Gamble
PG
$338B
| – | – |
-1,260
|
|