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
76
$243K 0.2%
6,214
-2,905
77
$241K 0.2%
1,123
78
$235K 0.19%
751
-19
79
$232K 0.19%
3,142
-5
80
$219K 0.18%
3,684
-29
81
$216K 0.17%
563
-432
82
$213K 0.17%
1,050
+3
83
$209K 0.17%
+885
84
$153K 0.12%
12,220
+14
85
$123K 0.1%
15,090
86
$107K 0.09%
18,610
87
$96.8K 0.08%
18,624
88
$25K 0.02%
10,000
89
$12.2K 0.01%
12,000
90
-1,494
91
-386
92
-1,892
93
-1,032
94
-3,912
95
-505
96
-4,000