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
$123M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$724K
3
+$528K
4
PEP icon
PepsiCo
PEP
+$474K
5
MDLZ icon
Mondelez International
MDLZ
+$423K

Top Sells

1
+$17.5M
2
+$16.7M
3
+$14.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.4M
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
– –
-3,040
102
– –
-3,706
103
– –
-5,322
104
– –
-4,367
105
– –
-3,154
106
– –
-7,216
107
– –
-2,022
1 2 3 4
5