EWS

Eagle Wealth Strategies Portfolio holdings

AUM $201M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$952K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$590K
3
+$542K
4
MRK icon
Merck
MRK
+$285K
5
HRI icon
Herc Holdings
HRI
+$235K

Top Sells

1
+$543K
2
+$370K
3
+$296K
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$279K
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$271K

Sector Composition

1 Technology 9.87%
2 Financials 8.76%
3 Healthcare 5.76%
4 Consumer Discretionary 4.69%
5 Energy 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$281K 0.2%
5,000
+1,000
77
$279K 0.2%
3,394
78
$276K 0.2%
8,563
+7
79
$274K 0.2%
1,785
+5
80
$272K 0.2%
1,123
81
$268K 0.19%
3,464
-2,291
82
$266K 0.19%
2,954
-1,089
83
$265K 0.19%
3,140
+18
84
$262K 0.19%
2,735
85
$259K 0.19%
1,794
-500
86
$254K 0.18%
3,612
+57
87
$252K 0.18%
1,141
+162
88
$251K 0.18%
503
89
$236K 0.17%
1,027
+24
90
$235K 0.17%
+1,243
91
$228K 0.16%
565
+10
92
$226K 0.16%
6,020
-45
93
$221K 0.16%
3,912
94
$215K 0.16%
+931
95
$214K 0.16%
1,806
+10
96
$212K 0.15%
4,594
97
$209K 0.15%
+610
98
$206K 0.15%
+4,322
99
$202K 0.15%
+1,875
100
$125K 0.09%
15,090
1 2 3
4
5