EWA
EQ Wealth Advisors Portfolio holdings
AUM $126M
AUM
$126M
AUM Growth
+$21.5M (+21%)
Cap. Flow
+$18.4M
Cap. Flow % of AUM
14.63%
Top 10 Holdings %Top 10 Hldgs %
62.81%
Holding
280
New
226
Increased
24
Reduced
13
Closed
1
Top Buys
| 1 | $1.65M | |
| 2 | $1.62M | |
| 3 | $1.41M | |
| 4 | $1.24M | |
| 5 | $1.2M |
Top Sells
| 1 | $175K | |
| 2 | $133K | |
| 3 | $127K | |
| 4 | $108K | |
| 5 | $100K |
Sector Composition
| 1 | Financials | 11.36% |
| 2 | Technology | 2.07% |
| 3 | Healthcare | 1.13% |
| 4 | Industrials | 0.85% |
| 5 | Energy | 0.81% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $941 | 0% | 9 | New | +$941 | |||
| $934 | 0% | 16 | New | +$934 | |||
| $849 | 0% | 12 | New | +$849 | |||
| $848 | 0% | 13 | New | +$848 | |||
| $847 | 0% | 4 | New | +$847 | |||
| $793 | 0% | 10 | New | +$793 | |||
| $785 | 0% | 9 | New | +$785 | |||
| $742 | 0% | 8 | New | +$742 | |||
| $717 | 0% | 11 | New | +$717 | |||
| $708 | 0% | 162 | New | +$708 | |||
| $700 | 0% | 6 | New | +$700 | |||
| $694 | 0% | 40 | New | +$694 | |||
| $683 | 0% | 6 | New | +$683 | |||
| $654 | 0% | 2 | New | +$654 | |||
| $631 | 0% | 30 | New | +$631 | |||
| $627 | 0% | 1 | New | +$627 | |||
| $616 | 0% | 53 | New | +$616 | |||
| $562 | 0% | 12 | New | +$562 | |||
| $560 | 0% | 7 | New | +$560 | |||
| $542 | 0% | 9 | New | +$542 | |||
| $539 | 0% | 3 | New | +$539 | |||
| $527 | 0% | 3 | New | +$527 | |||
| $524 | 0% | 11 | New | +$524 | |||
| $520 | 0% | 10 | New | +$520 | |||
| $500 | 0% | 13 | New | +$500 |
