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EBWM
Eagle Bluffs Wealth Management Portfolio holdings
AUM
$257M
1-Year Est. Return
30.19%
This Fund
S&P 500
1 Year Est. Return
+30.19%
AUM
$186M
AUM Growth
+$570K
(+0.31%)
Holding
76
Top Buys
| 1 | +$5.32M | |
| 2 | +$3.35M | |
| 3 | +$949K | |
| 4 |
iShares International Select Dividend ETF
IDV
|
+$841K |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$409K |
Top Sells
| 1 | +$1.85M | |
| 2 | +$1.38M | |
| 3 | +$936K | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$919K |
| 5 |
TEAF
Ecofin Sustainable & Social Impact Term Fund
TEAF
|
+$653K |
Sector Composition
| 1 | Technology | 10.73% |
| 2 | Financials | 6.49% |
| 3 | Communication Services | 6.38% |
| 4 | Industrials | 4.89% |
| 5 | Consumer Discretionary | 3.92% |