Westwood Multi-Asset Income Fund A (WSDAX)
9.98
+0.02
(+0.20%)
USD |
Jul 16 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 | 2.09% | -- | -- | -- | -- | 0.01 | |
IBM | International Business Machines Corp | 1.06% | -- | -- | -- | -- | 0.04 | |
JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 0.96% | -- | -- | -- | -- | 0.01 | |
GS | The Goldman Sachs Group Inc | 0.94% | -- | -- | -- | -- | 0.03 | |
GILD | Gilead Sciences Inc | 0.86% | -- | -- | -- | -- | 0.03 | |
ET | Energy Transfer LP | 0.79% | -- | -- | -- | -- | 0.01 | |
GOOGL | Alphabet Inc | 0.78% | -- | -- | -- | -- | -0.00 | |
TJX | TJX Companies Inc | 0.77% | -- | -- | -- | -- | 0.00 | |
LOW | Lowe's Companies Inc | 0.76% | -- | -- | -- | -- | -0.01 | |
CSCO | Cisco Systems Inc | 0.71% | -- | -- | -- | -- | 0.02 | |
MSFT | Microsoft Corp | 0.68% | -- | -- | -- | -- | 0.01 | |
NVDA | NVIDIA Corp | 0.65% | -- | -- | -- | -- | 0.02 | |
PCH | PotlatchDeltic Corp | 0.64% | -- | -- | -- | -- | 0.00 | |
PEP | PepsiCo Inc | 0.63% | -- | -- | -- | -- | -0.01 | |
MO | Altria Group Inc | 0.61% | -- | -- | -- | -- | 0.01 | |
EPD | Enterprise Products Partners LP | 0.57% | -- | -- | -- | -- | 0.01 | |
JEPI | JPMorgan Equity Premium Income ETF | 0.57% | -- | -- | -- | -- | 0.00 | |
SMFG | Sumitomo Mitsui Financial Group Inc | 0.56% | -- | -- | -- | -- | 0.00 | |
WFC | Wells Fargo & Co | 0.54% | -- | -- | -- | -- | 0.01 | |
GD | General Dynamics Corp | 0.54% | -- | -- | -- | -- | 0.00 | |
VTR | Ventas Inc | 0.54% | -- | -- | -- | -- | 0.01 | |
WEC | WEC Energy Group Inc | 0.51% | -- | -- | -- | -- | 0.01 | |
DFS:DL | Discover Financial Services (DELISTED) | 0.50% | -- | -- | -- | -- | 0.02 | |
UE | Urban Edge Properties | 0.49% | -- | -- | -- | -- | 0.00 | |
PSA | Public Storage | 0.49% | -- | -- | -- | -- | -0.00 |
Showing 1 - 25 of 39 Holdings