EWS
Eagle Wealth Strategies Portfolio holdings
AUM
$215M
1-Year Est. Return
17.29%
1 Year Est. Return
+17.29%
AUM
$215M
AUM Growth
+$13.7M
(+6.8%)
Holding
116
Top Buys
| 1 | +$2.02M | |
| 2 | +$1.6M | |
| 3 | +$1.05M | |
| 4 |
NVIDIA
NVDA
|
+$562K |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$494K |
Top Sells
| 1 | +$375K | |
| 2 | +$375K | |
| 3 | +$229K | |
| 4 |
Fulton Financial
FULT
|
+$118K |
| 5 |
AutoZone
AZO
|
+$98.4K |
Sector Composition
| 1 | Technology | 7.72% |
| 2 | Financials | 6.66% |
| 3 | Healthcare | 4.16% |
| 4 | Consumer Discretionary | 3.2% |
| 5 | Energy | 2.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Lockheed Martin
LMT
$135B
| $213K | 0.1% |
+440
|
|
||
102
TE Connectivity
TEL
$70.7B
| $207K | 0.1% |
912
-20
|
|
||
103
Deere & Co
DE
$139B
| $207K | 0.1% |
445
-13
|
|
||
104
3M
MMM
$89.1B
| $205K | 0.1% |
+1,278
|
|
||
105
Vanguard FTSE Europe ETF
VGK
$30.3B
| $203K | 0.09% |
+2,431
|
|
||
106
Philip Morris
PM
$270B
| $201K | 0.09% |
1,254
|
|
||
107
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.09B
| $201K | 0.09% |
4,217
+3
|
|
||
108
Ford
F
$54.2B
| $162K | 0.08% |
12,369
+14
|
|
||
109
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.68B
| $143K | 0.07% |
15,090
|
|
||
110
Gabelli Equity Trust
GAB
$1.89B
| $115K | 0.05% |
18,624
|
|
||
|
GUT
111
Gabelli Utility Trust
GUT
$545M
| $109K | 0.05% |
18,138
|
|
||
112
Ceragon Networks
CRNT
$212M
| $21K | 0.01% |
10,000
|
|
||
113
Akebia Therapeutics
AKBA
$361M
| $16.1K | 0.01% |
10,000
|
|
||
114
Innoviz Technologies
INVZ
$228M
| $9.21K | ﹤0.01% |
10,797
|
|
||
115
F5
FFIV
$15.6B
| – | – |
-710
|
|
||
116
Cassava Sciences
SAVA
$98.5M
| – | – |
-10,000
|
|