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
$179M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$453K
3
+$443K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$422K
5
TSLA icon
Tesla
TSLA
+$358K

Top Sells

1
+$383K
2
+$328K
3
+$239K
4
FLQM icon
Franklin US Mid Cap Multifactor Index ETF
FLQM
+$230K
5
LEN icon
Lennar Class A
LEN
+$212K

Sector Composition

1 Technology 7.79%
2 Financials 6.69%
3 Healthcare 3.71%
4 Consumer Discretionary 3.57%
5 Energy 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$108K 0.06%
18,624
102
$105K 0.06%
18,138
103
$36.4K 0.02%
10,000
104
$24.6K 0.01%
10,000
105
$17.7K 0.01%
+10,797
106
– –
-3,912
107
– –
-1,850
108
– –
-1,818
109
– –
-24,918
1 2 3 4
5