EBWM
Eagle Bluffs Wealth Management Portfolio holdings
AUM
$232M
1-Year Est. Return
18.01%
1 Year Est. Return
+18.01%
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
Southwest Airlines
LUV
$16.5B
| – | – |
-6,000
|
|
||
77
Exelon
EXC
$45.9B
| – | – |
-4,514
|
|
||
|
DFS
78
DELISTED
Discover Financial Services
DFS
| – | – |
-13,184
|
|