EBWM
Eagle Bluffs Wealth Management Portfolio holdings
AUM
$247M
1-Year Est. Return
23.44%
This Fund
S&P 500
1 Year Est. Return
+23.44%
AUM
$232M
AUM Growth
+$21.5M
(+10%)
Holding
78
Top Buys
| 1 | +$2.6M | |
| 2 | +$1.08M | |
| 3 | +$474K | |
| 4 |
iShares International Select Dividend ETF
IDV
|
+$330K |
| 5 |
Union Pacific
UNP
|
+$234K |
Top Sells
| 1 | +$201K | |
| 2 | +$74.5K | |
| 3 | +$74K | |
| 4 |
Cummins
CMI
|
+$68.2K |
| 5 |
NVIDIA
NVDA
|
+$34.3K |
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
$50.6B
| $204K | 0.09% |
+4,543
|
|
||
77
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$74.1M
| $142K | 0.06% |
10,565
+80
|
|
||
78
Procter & Gamble
PG
$389B
| – | – |
-1,260
|
|