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
51
$378K 0.31%
6,866
+118
52
$374K 0.3%
6,637
+127
53
$369K 0.3%
19,311
+16
54
$368K 0.3%
11,091
+139
55
$363K 0.29%
720
+70
56
$360K 0.29%
9,053
-377
57
$359K 0.29%
1,802
-39
58
$348K 0.28%
1,365
59
$332K 0.27%
14,122
+1,676
60
$326K 0.26%
2,231
+7
61
$323K 0.26%
1,614
+1
62
$311K 0.25%
1,998
63
$309K 0.25%
2,191
64
$308K 0.25%
1,797
-555
65
$307K 0.25%
3,088
66
$306K 0.25%
1,680
+272
67
$305K 0.25%
11,990
68
$304K 0.25%
1,760
+40
69
$299K 0.24%
4,693
-358
70
$293K 0.24%
1,673
+3
71
$290K 0.23%
1,357
+29
72
$286K 0.23%
8,549
+6
73
$263K 0.21%
3,394
74
$261K 0.21%
557
-407
75
$260K 0.21%
+1,744