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
$137M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$760K
2 +$449K
3 +$412K
4
MRVL icon
Marvell Technology
MRVL
+$380K
5
MSFT icon
Microsoft
MSFT
+$379K

Top Sells

1 +$420K
2 +$281K
3 +$216K
4
AMAT icon
Applied Materials
AMAT
+$209K
5
ACN icon
Accenture
ACN
+$201K

Sector Composition

1 Technology 9.43%
2 Financials 8.37%
3 Healthcare 6.92%
4 Energy 4.32%
5 Consumer Discretionary 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$661K 0.48%
2,219
+15
27
$654K 0.48%
2,480
-64
28
$649K 0.47%
23,528
29
$638K 0.47%
5,900
-216
30
$603K 0.44%
2,300
31
$582K 0.42%
31,472
-1,367
32
$576K 0.42%
1,006
+286
33
$557K 0.41%
29,981
-22,568
34
$543K 0.4%
8,635
+138
35
$533K 0.39%
3,478
-12
36
$528K 0.39%
1,000
37
$517K 0.38%
10,830
38
$505K 0.37%
9,539
39
$501K 0.37%
22,755
+3,444
40
$482K 0.35%
2,657
-442
41
$475K 0.35%
2,754
+24
42
$473K 0.34%
4,353
+32
43
$467K 0.34%
11,347
-129
44
$461K 0.34%
6,263
+188
45
$458K 0.33%
1,707
46
$456K 0.33%
1,166
47
$452K 0.33%
2,660
-101
48
$449K 0.33%
+24,918
49
$432K 0.32%
1,420
+55
50
$432K 0.32%
2,494
-18