EWA
Eagle Wealth Advisors Portfolio holdings
AUM
$108M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$108M
AUM Growth
-$8.94M
(-7.6%)
Holding
105
Top Buys
| 1 | +$1.46M | |
| 2 | +$1.2M | |
| 3 | +$888K | |
| 4 |
Micron Technology
MU
|
+$864K |
| 5 |
Applied Materials
AMAT
|
+$711K |
Top Sells
| 1 | +$1.21M | |
| 2 | +$1.08M | |
| 3 | +$1.04M | |
| 4 |
Microsoft
MSFT
|
+$921K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
United Rentals
URI
$58.4B
| – | – |
-303
|
|
||
102
Accenture
ACN
$109B
| – | – |
-965
|
|
||
103
Danaher
DHR
$123B
| – | – |
-1,752
|
|
||
104
McKesson
MCK
$92.1B
| – | – |
-277
|
|
||
105
ServiceNow
NOW
$103B
| – | – |
-3,510
|
|