Westwood Multi-Asset Income Fund Inst (WHGHX)
9.51
+0.02
(+0.21%)
USD |
Apr 17 2025
Absolute Attribution
Attribution Table (?)
Symbol | Name | Weight | 1 Month Contribution | 3 Month Contribution | 6 Month Contribution | YTD Contribution | 1Y Contribution | |
---|---|---|---|---|---|---|---|---|
FGUXX | First American Government Obligations Fd U | 3.71% | -- | -- | -- | -- | 0.02 | |
JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 1.11% | -- | -- | -- | -- | 0.00 | |
AAPL | Apple Inc | 1.09% | -- | -- | -- | -- | 0.02 | |
GS | The Goldman Sachs Group Inc | 1.06% | -- | -- | -- | -- | 0.02 | |
IBM | International Business Machines Corp | 1.00% | -- | -- | -- | -- | 0.02 | |
ET | Energy Transfer LP | 0.89% | -- | -- | -- | -- | 0.02 | |
LOW | Lowe's Companies Inc | 0.86% | -- | -- | -- | -- | -0.00 | |
TJX | TJX Companies Inc | 0.82% | -- | -- | -- | -- | 0.02 | |
MSFT | Microsoft Corp | 0.82% | -- | -- | -- | -- | -0.01 | |
GILD | Gilead Sciences Inc | 0.76% | -- | -- | -- | -- | 0.03 | |
CSCO | Cisco Systems Inc | 0.73% | -- | -- | -- | -- | 0.01 | |
TGT | Target Corp | 0.70% | -- | -- | -- | -- | -0.05 | |
CRM | Salesforce Inc | 0.66% | -- | -- | -- | -- | -0.01 | |
JEPI | JPMorgan Equity Premium Income ETF | 0.62% | -- | -- | -- | -- | 0.00 | |
PCH | PotlatchDeltic Corp | 0.59% | -- | -- | -- | -- | 0.00 | |
UE | Urban Edge Properties | 0.59% | -- | -- | -- | -- | 0.01 | |
MO | Altria Group Inc | 0.56% | -- | -- | -- | -- | 0.02 | |
WFC | Wells Fargo & Co | 0.56% | -- | -- | -- | -- | 0.01 | |
EPD | Enterprise Products Partners LP | 0.56% | -- | -- | -- | -- | 0.01 | |
SMFG | Sumitomo Mitsui Financial Group Inc | 0.56% | -- | -- | -- | -- | 0.01 | |
GD | General Dynamics Corp | 0.56% | -- | -- | -- | -- | -0.00 | |
TFC | Truist Financial Corp | 0.55% | -- | -- | -- | -- | 0.00 | |
DFS | Discover Financial Services | 0.54% | -- | -- | -- | -- | 0.01 | |
PSA | Public Storage | 0.52% | -- | -- | -- | -- | 0.01 | |
FDX | FedEx Corp | 0.52% | -- | -- | -- | -- | -0.01 |
Showing 1 - 25 of 40 Holdings