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
51
$420K 0.31%
1,615
+1
52
$412K 0.3%
+1,499
53
$399K 0.29%
4,043
-1,404
54
$397K 0.29%
3,498
+68
55
$393K 0.29%
1,776
+16
56
$391K 0.29%
1,621
-44
57
$380K 0.28%
+5,265
58
$372K 0.27%
2,294
+63
59
$369K 0.27%
1,998
60
$369K 0.27%
1,870
+73
61
$351K 0.26%
8,844
-209
62
$351K 0.26%
5,755
-1,111
63
$347K 0.25%
+3,898
64
$347K 0.25%
+110
65
$340K 0.25%
657
-28
66
$337K 0.25%
4,696
+3
67
$315K 0.23%
11,990
68
$306K 0.22%
3,394
69
$306K 0.22%
3,180
+92
70
$303K 0.22%
1,780
-22
71
$301K 0.22%
1,676
+3
72
$296K 0.22%
7,069
-3,044
73
$295K 0.22%
8,556
+7
74
$284K 0.21%
+4,375
75
$283K 0.21%
+2,761