We are live on ! Find out more
EWS

Eagle Wealth Strategies Portfolio holdings

AUM $228M
1-Year Est. Return 20.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$669K
3
+$528K
4
PEP icon
PepsiCo
PEP
+$462K
5
MDLZ icon
Mondelez International
MDLZ
+$443K

Top Sells

1
+$16.7M
2
+$16.7M
3
+$14.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.9M
5
BA icon
Boeing
BA
+$793K

Sector Composition

1 Technology 9.23%
2 Financials 8.11%
3 Healthcare 6.32%
4 Energy 4.92%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,706
102
– –
-5,322
103
– –
-4,367
104
– –
-7,216
105
– –
-2,022
106
– –
-3,494
107
– –
-3,256
1 2 3 4
5