EWS

Eagle Wealth Strategies Portfolio holdings

AUM $215M
1-Year Est. Return 17.29%
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$453K
3
+$443K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$422K
5
TSLA icon
Tesla
TSLA
+$358K

Top Sells

1
+$383K
2
+$328K
3
+$239K
4
FLQM icon
Franklin US Mid Cap Multifactor Index ETF
FLQM
+$230K
5
LEN icon
Lennar Class A
LEN
+$212K

Sector Composition

1 Technology 7.79%
2 Financials 6.69%
3 Healthcare 3.71%
4 Consumer Discretionary 3.57%
5 Energy 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$774K 0.43%
11,154
+149
27
$763K 0.43%
2,768
+183
28
$730K 0.41%
25,967
+369
29
$689K 0.39%
9,280
-1,400
30
$679K 0.38%
3,642
+18
31
$661K 0.37%
22,843
-9
32
$644K 0.36%
873
-134
33
$625K 0.35%
2,216
-1
34
$607K 0.34%
23,528
35
$604K 0.34%
5,962
36
$569K 0.32%
2,300
37
$567K 0.32%
1,707
38
$563K 0.32%
13,017
-1,549
39
$552K 0.31%
1,554
-4
40
$546K 0.31%
6,000
41
$524K 0.29%
1,625
+9
42
$508K 0.28%
1,723
+7
43
$500K 0.28%
1,000
44
$493K 0.28%
2,027
+3
45
$468K 0.26%
26,581
-3,471
46
$460K 0.26%
3,075
47
$459K 0.26%
5,798
+121
48
$453K 0.25%
1,167
49
$443K 0.25%
9,363
+290
50
$429K 0.24%
4,705
+82
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2
3 4 5