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
76
$283K 0.16%
1,645
+29
77
$279K 0.16%
1,749
-40
78
$277K 0.15%
+1,875
79
$270K 0.15%
+3,026
80
$269K 0.15%
3,196
+35
81
$266K 0.15%
5,000
82
$263K 0.15%
499
-1
83
$250K 0.14%
+971
84
$247K 0.14%
1,616
+5
85
$246K 0.14%
3,573
+17
86
$234K 0.13%
2,818
+37
87
$229K 0.13%
+4,338
88
$228K 0.13%
1,565
+24
89
$226K 0.13%
1,239
-100
90
$225K 0.13%
443
+1
91
$224K 0.13%
+4,594
92
$218K 0.12%
5,022
+56
93
$217K 0.12%
1,099
+56
94
$212K 0.12%
+4,214
95
$211K 0.12%
473
-71
96
$209K 0.12%
+710
97
$205K 0.11%
+1,663
98
$204K 0.11%
5,703
-2
99
$134K 0.08%
15,090
100
$134K 0.07%
12,304
+17
1 2 3
4
5