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
51
$410K 0.23%
1,689
-50
52
$408K 0.23%
110
53
$406K 0.23%
5,251
-81
54
$389K 0.22%
3,134
-1
55
$379K 0.21%
1,298
56
$377K 0.21%
2,363
+38
57
$362K 0.2%
460
-2
58
$358K 0.2%
+1,128
59
$348K 0.19%
3,898
60
$342K 0.19%
7,858
+46
61
$342K 0.19%
1,123
62
$333K 0.19%
4,706
+3
63
$331K 0.19%
856
-36
64
$321K 0.18%
630
+25
65
$315K 0.18%
2,384
-691
66
$311K 0.17%
3,182
+46
67
$307K 0.17%
986
-331
68
$307K 0.17%
1,320
-60
69
$305K 0.17%
1,641
-117
70
$299K 0.17%
1,257
-16
71
$292K 0.16%
+933
72
$290K 0.16%
3,156
73
$289K 0.16%
1,642
+40
74
$288K 0.16%
3,599
-20
75
$284K 0.16%
8,701
-205
1 2
3
4 5