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
76
$279K 0.2%
4,711
-1,926
77
$279K 0.2%
+1,003
78
$279K 0.2%
1,348
-9
79
$279K 0.2%
3,122
-20
80
$278K 0.2%
+447
81
$277K 0.2%
+1,799
82
$276K 0.2%
+2,735
83
$273K 0.2%
1,123
84
$272K 0.2%
+4,000
85
$271K 0.2%
10,592
-3,530
86
$271K 0.2%
1,633
-47
87
$268K 0.2%
+1,298
88
$267K 0.19%
7,792
-3,299
89
$260K 0.19%
+503
90
$258K 0.19%
555
-2
91
$254K 0.19%
1,413
-331
92
$253K 0.18%
6,065
-149
93
$244K 0.18%
+3,021
94
$217K 0.16%
+1,796
95
$216K 0.16%
979
-71
96
$215K 0.16%
749
-2
97
$211K 0.15%
+519
98
$207K 0.15%
+2,297
99
$207K 0.15%
+5,106
100
$203K 0.15%
+7,007