EWA
Eagle Wealth Advisors Portfolio holdings
AUM
$117M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$117M
AUM Growth
–
Holding
91
Top Buys
| 1 | +$13M | |
| 2 | +$10.9M | |
| 3 | +$10.3M | |
| 4 |
Amazon
AMZN
|
+$5.64M |
| 5 |
Broadcom
AVGO
|
+$5.06M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 41.42% |
| 2 | Communication Services | 12.21% |
| 3 | Consumer Discretionary | 9.42% |
| 4 | Financials | 6.16% |
| 5 | Healthcare | 4.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
AbbVie
ABBV
$369B
| $263K | 0.22% |
+1,151
|
|
||
77
Constellation Energy
CEG
$98.8B
| $261K | 0.22% |
+739
|
|
||
78
Accenture
ACN
$124B
| $259K | 0.22% |
+965
|
|
||
79
Parker-Hannifin
PH
$115B
| $258K | 0.22% |
+294
|
|
||
80
Bank of America
BAC
$353B
| $256K | 0.22% |
+4,658
|
|
||
81
Wells Fargo
WFC
$248B
| $255K | 0.22% |
+2,738
|
|
||
82
Applovin
APP
$130B
| $253K | 0.22% |
+376
|
|
||
83
Fidelity High Yield Factor ETF
FDHY
$512M
| $245K | 0.21% |
+4,943
|
|
||
84
United Rentals
URI
$46B
| $245K | 0.21% |
+303
|
|
||
85
Otis Worldwide
OTIS
$30.3B
| $235K | 0.2% |
+2,685
|
|
||
86
McKesson
MCK
$108B
| $227K | 0.19% |
+277
|
|
||
87
T-Mobile US
TMUS
$222B
| $225K | 0.19% |
+1,106
|
|
||
88
Micron Technology
MU
$413B
| $224K | 0.19% |
+784
|
|
||
89
Morgan Stanley
MS
$263B
| $213K | 0.18% |
+1,201
|
|
||
90
Chevron
CVX
$394B
| $209K | 0.18% |
+1,369
|
|
||
91
O'Reilly Automotive
ORLY
$76.5B
| $200K | 0.17% |
+2,196
|
|