EWS

Eagle Wealth Strategies Portfolio holdings

AUM $201M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$952K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$590K
3
+$542K
4
MRK icon
Merck
MRK
+$285K
5
HRI icon
Herc Holdings
HRI
+$235K

Top Sells

1
+$543K
2
+$370K
3
+$296K
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$279K
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$271K

Sector Composition

1 Technology 9.87%
2 Financials 8.76%
3 Healthcare 5.76%
4 Consumer Discretionary 4.69%
5 Energy 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$656K 0.48%
2,831
+77
27
$644K 0.47%
2,219
28
$640K 0.46%
23,528
29
$637K 0.46%
2,413
-67
30
$633K 0.46%
6,367
+2,869
31
$632K 0.46%
5,962
+62
32
$597K 0.43%
1,019
+13
33
$590K 0.43%
+9,469
34
$583K 0.42%
2,300
35
$582K 0.42%
5,265
36
$565K 0.41%
3,278
-200
37
$554K 0.4%
6,000
38
$549K 0.4%
24,918
39
$549K 0.4%
10,680
-150
40
$543K 0.39%
30,014
+33
41
$523K 0.38%
22,980
+225
42
$499K 0.36%
1,580
+81
43
$493K 0.36%
9,539
44
$488K 0.35%
1,707
45
$469K 0.34%
1,000
46
$468K 0.34%
4,397
+44
47
$426K 0.31%
2,802
+142
48
$426K 0.31%
1,469
+49
49
$423K 0.31%
1,166
50
$414K 0.3%
2,468
-26
1
2
3 4 5