EWS

Eagle Wealth Strategies Portfolio holdings

AUM $179M
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$605K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1 +$586K
2 +$437K
3 +$336K
4
FI icon
Fiserv
FI
+$260K
5
AMAT icon
Applied Materials
AMAT
+$209K

Top Sells

1 +$437K
2 +$282K
3 +$272K
4
ADSK icon
Autodesk
ADSK
+$268K
5
HRI icon
Herc Holdings
HRI
+$249K

Sector Composition

1 Technology 8.96%
2 Financials 8.24%
3 Healthcare 5.95%
4 Energy 4.85%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$605K 0.49%
6,000
27
$601K 0.49%
6,116
-186
28
$597K 0.48%
23,528
29
$569K 0.46%
2,204
+13
30
$545K 0.44%
2,300
31
$535K 0.43%
1,051
-278
32
$533K 0.43%
10,830
-200
33
$505K 0.41%
5,447
+216
34
$502K 0.41%
8,497
+370
35
$497K 0.4%
9,539
36
$470K 0.38%
1,707
37
$460K 0.37%
4,321
+32
38
$455K 0.37%
2,761
+19
39
$450K 0.36%
3,099
-775
40
$438K 0.35%
2,730
-1,260
41
$436K 0.35%
1,000
42
$432K 0.35%
3,490
+3
43
$425K 0.34%
11,476
-183
44
$425K 0.34%
3,430
+6
45
$414K 0.34%
2,512
+2
46
$398K 0.32%
6,075
+5
47
$389K 0.31%
10,113
-105
48
$389K 0.31%
1,665
-1
49
$388K 0.31%
1,166
50
$381K 0.31%
685
+47