EBWM
Eagle Bluffs Wealth Management Portfolio holdings
AUM
$210M
1-Year Est. Return
17.03%
1 Year Est. Return
+17.03%
AUM
$210M
AUM Growth
+$21M
(+11%)
Holding
78
Top Buys
| 1 | +$2.83M | |
| 2 | +$841K | |
| 3 | +$646K | |
| 4 |
Nuveen Taxable Municipal Income Fund
NBB
|
+$362K |
| 5 |
Nuveen Quality Municipal Income Fund
NAD
|
+$174K |
Top Sells
| 1 | +$2.25M | |
| 2 | +$210K | |
| 3 | +$208K | |
| 4 |
Southwest Airlines
LUV
|
+$203K |
| 5 |
Invesco Taxable Municipal Bond ETF
BAB
|
+$162K |
Sector Composition
| 1 | Technology | 14.94% |
| 2 | Industrials | 6.89% |
| 3 | Communication Services | 6.79% |
| 4 | Financials | 6.59% |
| 5 | Consumer Discretionary | 3.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Exelon
EXC
$48.3B
| – | – |
-4,514
|
|
||
|
77
Southwest Airlines
LUV
$17.6B
| – | – |
-6,000
|
|
||
78
Merck
MRK
$212B
| – | – |
-2,318
|
|