EWA

EQ Wealth Advisors Portfolio holdings

AUM $126M
This Quarter Return
+3.66%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$21.5M
Cap. Flow
+$18M
Cap. Flow %
14.35%
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
$343K
2
$175K
3
$133K
4
$127K
5
$108K

Sector Composition

1Financials11.36%
2Technology2.07%
3Healthcare1.13%
4Industrials0.85%
5Energy0.81%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$941﹤0.01%
+9
 New
+$941
$934﹤0.01%
+16
 New
+$934
$849﹤0.01%
+12
 New
+$849
$848﹤0.01%
+13
 New
+$848
$847﹤0.01%
+4
 New
+$847
$793﹤0.01%
+10
 New
+$793
$785﹤0.01%
+9
 New
+$785
$742﹤0.01%
+8
 New
+$742
$717﹤0.01%
+11
 New
+$717
$708﹤0.01%
+162
 New
+$708
$700﹤0.01%
+6
 New
+$700
$694﹤0.01%
+40
 New
+$694
$683﹤0.01%
+6
 New
+$683
$654﹤0.01%
+2
 New
+$654
$631﹤0.01%
+30
 New
+$631
$627﹤0.01%
+1
 New
+$627
$616﹤0.01%
+53
 New
+$616
$562﹤0.01%
+12
 New
+$562
$560﹤0.01%
+7
 New
+$560
$542﹤0.01%
+9
 New
+$542
$539﹤0.01%
+3
 New
+$539
$527﹤0.01%
+3
 New
+$527
$524﹤0.01%
+11
 New
+$524
$520﹤0.01%
+10
 New
+$520
$500﹤0.01%
+13
 New
+$500
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