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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
$117M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$10.9M
3 +$10.3M
4
AMZN icon
Amazon
AMZN
+$5.64M
5
AVGO icon
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
ABBV icon
76
AbbVie
ABBV
$461B
$263K 0.22%
+1,151
CEG icon
77
Constellation Energy
CEG
$85.4B
$261K 0.22%
+739
ACN icon
78
Accenture
ACN
$84.1B
$259K 0.22%
+965
PH icon
79
Parker-Hannifin
PH
$121B
$258K 0.22%
+294
BAC icon
80
Bank of America
BAC
$417B
$256K 0.22%
+4,658
WFC icon
81
Wells Fargo
WFC
$262B
$255K 0.22%
+2,738
APP icon
82
Applovin
APP
$177B
$253K 0.22%
+376
FDHY icon
83
Fidelity High Yield Factor ETF
FDHY
$540M
$245K 0.21%
+4,943
URI icon
84
United Rentals
URI
$68.8B
$245K 0.21%
+303
OTIS icon
85
Otis Worldwide
OTIS
$28.1B
$235K 0.2%
+2,685
MCK icon
86
McKesson
MCK
$92.1B
$227K 0.19%
+277
TMUS icon
87
T-Mobile US
TMUS
$192B
$225K 0.19%
+1,106
MU icon
88
Micron Technology
MU
$1.1T
$224K 0.19%
+784
MS icon
89
Morgan Stanley
MS
$337B
$213K 0.18%
+1,201
CVX icon
90
Chevron
CVX
$337B
$209K 0.18%
+1,369
ORLY icon
91
O'Reilly Automotive
ORLY
$74.8B
$200K 0.17%
+2,196