EWA
EQ Wealth Advisors Portfolio holdings
AUM
$169M
1-Year Est. Return
15.06%
This Fund
S&P 500
1 Year Est. Return
+15.06%
AUM
$169M
AUM Growth
+$17.2M
(+11%)
Holding
259
Top Buys
| 1 | +$2.36M | |
| 2 | +$2.08M | |
| 3 | +$1.98M | |
| 4 |
Capital Group Municipal Income ETF
CGMU
|
+$1.54M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$948K |
Top Sells
| 1 | +$661K | |
| 2 | +$429K | |
| 3 | +$400K | |
| 4 |
Dimensional International Small Cap Value ETF
DISV
|
+$398K |
| 5 |
Dimensional US Small Cap Value ETF
DFSV
|
+$325K |
Sector Composition
| 1 | Financials | 7.73% |
| 2 | Technology | 1.78% |
| 3 | Healthcare | 0.93% |
| 4 | Industrials | 0.88% |
| 5 | Consumer Discretionary | 0.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Schwab US Broad Market ETF
SCHB
$38.1B
| $236 | ﹤0.01% |
+9
|
|
||
252
Bank of America
BAC
$358B
| $223 | ﹤0.01% |
+4
|
|
||
253
News Corp Class A
NWSA
$13.5B
| $183 | ﹤0.01% |
+7
|
|
||
254
iShares Russell 2000 Growth ETF
IWO
$12.7B
| $166 | ﹤0.01% |
+1
|
|
||
255
Transocean
RIG
$6.6B
| $107 | ﹤0.01% |
+26
|
|
||
256
Southern Company
SO
$108B
| $87 | ﹤0.01% |
+1
|
|
||
|
SIFY
257
Sify Technologies
SIFY
$1.03B
| $37 | ﹤0.01% |
+3
|
|
||
258
PIMCO Dynamic Income Fund
PDI
$7.47B
| $18 | ﹤0.01% |
+1
|
|
||
259
iShares MSCI EAFE ETF
EFA
$72.7B
| – | – |
0
|
|