EWS
Eagle Wealth Strategies Portfolio holdings
AUM
$179M
This Quarter Return
+1.18%
1 Year Return
+13.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+0.69%)
Cap. Flow
+$809K
Cap. Flow
% of AUM
0.59%
Top 10 Holdings %
Top 10 Hldgs %
67.23%
Holding
116
New
6
Increased
42
Reduced
26
Closed
11
Top Buys
| 1 |
Amazon
AMZN
|
$1.67M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$590K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$542K |
| 4 |
Merck
MRK
|
$285K |
| 5 |
Herc Holdings
HRI
|
$235K |
Top Sells
| 1 |
CVS Health
CVS
|
$543K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$370K |
| 3 |
Global X Millennial Consumer ETF
MILN
|
$296K |
| 4 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
$279K |
| 5 |
ARK Genomic Revolution ETF
ARKG
|
$271K |
Sector Composition
| 1 | Technology | 9.87% |
| 2 | Financials | 8.76% |
| 3 | Healthcare | 5.76% |
| 4 | Consumer Discretionary | 4.69% |
| 5 | Energy | 4.09% |
