EWS

Eagle Wealth Strategies Portfolio holdings

AUM $201M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$952K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$590K
3
+$542K
4
MRK icon
Merck
MRK
+$285K
5
HRI icon
Herc Holdings
HRI
+$235K

Top Sells

1
+$543K
2
+$370K
3
+$296K
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$279K
5
ARKG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$121K 0.09%
12,250
+15
102
$100K 0.07%
18,624
103
$91.2K 0.07%
18,138
104
$46.7K 0.03%
10,000
105
$19K 0.01%
10,000
106
– –
-10,592
107
– –
-4,711
108
– –
-8,635
109
– –
-5,106
110
– –
-2,258
111
– –
-519
112
– –
-749
113
– –
-7,069
114
– –
-7,007
115
– –
-7,792
116
– –
-18,140
1 2 3 4
5