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EWA

Eagle Wealth Advisors Portfolio holdings

AUM $108M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.2M
3
+$888K
4
MU icon
Micron Technology
MU
+$864K
5
AMAT icon
Applied Materials
AMAT
+$711K

Top Sells

1
+$1.21M
2
+$1.08M
3
+$1.04M
4
MSFT icon
Microsoft
MSFT
+$921K
5
LLY icon
Eli Lilly
LLY
+$819K

Sector Composition

1 Technology 39.82%
2 Communication Services 11.89%
3 Consumer Discretionary 8.76%
4 Healthcare 4.46%
5 Financials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
51
McDonald's
MCD
$199B
$455K 0.42%
1,464
-39
GS icon
52
Goldman Sachs
GS
$301B
$450K 0.42%
532
+6
XOM icon
53
ExxonMobil
XOM
$568B
$445K 0.41%
2,625
+13
INTU icon
54
Intuit
INTU
$75.3B
$445K 0.41%
1,030
+119
HD icon
55
Home Depot
HD
$357B
$443K 0.41%
1,348
+3
CRM icon
56
Salesforce
CRM
$136B
$425K 0.39%
2,279
-1,124
GILD icon
57
Gilead Sciences
GILD
$163B
$416K 0.38%
+2,982
JNJ icon
58
Johnson & Johnson
JNJ
$633B
$408K 0.38%
1,670
+35
SPMO icon
59
Invesco S&P 500 Momentum ETF
SPMO
$20.9B
$397K 0.37%
3,541
+598
PANW icon
60
Palo Alto Networks
PANW
$284B
$389K 0.36%
2,425
+464
XLI icon
61
State Street Industrial Select Sector SPDR ETF
XLI
$33.2B
$388K 0.36%
2,400
IYW icon
62
iShares US Technology ETF
IYW
$26.7B
$388K 0.36%
2,136
BKNG icon
63
Booking.com
BKNG
$143B
$387K 0.36%
2,300
+350
TXN icon
64
Texas Instruments
TXN
$267B
$386K 0.36%
+1,988
VRTX icon
65
Vertex Pharmaceuticals
VRTX
$134B
$363K 0.33%
812
+96
IVV icon
66
iShares Core S&P 500 ETF
IVV
$872B
$349K 0.32%
534
+90
ADI icon
67
Analog Devices
ADI
$184B
$339K 0.31%
+1,067
CDNS icon
68
Cadence Design Systems
CDNS
$103B
$339K 0.31%
1,220
+136
TMO icon
69
Thermo Fisher Scientific
TMO
$195B
$323K 0.3%
657
-401
CARR icon
70
Carrier Global
CARR
$58.2B
$321K 0.3%
5,692
APP icon
71
Applovin
APP
$177B
$310K 0.29%
778
+402
IBM icon
72
IBM
IBM
$272B
$303K 0.28%
1,252
+35
CRWD icon
73
CrowdStrike
CRWD
$198B
$301K 0.28%
3,080
+492
QCOM icon
74
Qualcomm
QCOM
$186B
$295K 0.27%
+2,292
VFH icon
75
Vanguard Financials ETF
VFH
$13.2B
$294K 0.27%
2,430
1 2
3
4 5