EWS

Eagle Wealth Strategies Portfolio holdings

AUM $179M
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$760K
2 +$449K
3 +$412K
4
MRVL icon
Marvell Technology
MRVL
+$380K
5
MSFT icon
Microsoft
MSFT
+$379K

Top Sells

1 +$420K
2 +$281K
3 +$216K
4
AMAT icon
Applied Materials
AMAT
+$209K
5
ACN icon
Accenture
ACN
+$201K

Sector Composition

1 Technology 9.43%
2 Financials 8.37%
3 Healthcare 6.92%
4 Energy 4.32%
5 Consumer Discretionary 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.15%
+3,912
102
$202K 0.15%
+2,258
103
$201K 0.15%
3,555
-129
104
$131K 0.1%
15,090
105
$129K 0.09%
12,235
+15
106
$102K 0.07%
18,624
107
$94.3K 0.07%
18,138
-472
108
$27.4K 0.02%
10,000
109
$13.2K 0.01%
10,000
-2,000
110
$499 ﹤0.01%
+18,140
111
-885
112
-563