EWA

EQ Wealth Advisors Portfolio holdings

AUM $126M
AUM
$126M
AUM Growth
+$21.5M
Cap. Flow
+$18.4M
Cap. Flow %
14.63%
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

1Financials11.36%
2Technology2.07%
3Healthcare1.13%
4Industrials0.85%
5Energy0.81%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$4420%70 New
+$442
$4360%7 New
+$436
$4270%15 New
+$427
$4170%67 New
+$417
$4100%2 New
+$410
$3460%11 New
+$346
$3350%20 New
+$335
$2780%8 New
+$278
$2640%2 New
+$264
$2560%12 New
+$256
$2530%17 New
+$253
$2340%1 New
+$234
$2320%128 New
+$232
$2090%1 New
+$209
$1960%2 New
+$196
$1940%9 New
+$194
$1910%7 New
+$191
$930%1 New
+$93
$920%1 New
+$92
$890%1 New
+$89
$820%26 New
+$82
$320%4 New
+$32
$290%5 New
+$29
$150%0 ––
$130%3 New
+$13
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