EWA
EQ Wealth Advisors Portfolio holdings
AUM
$171M
1-Year Est. Return
10.92%
This Fund
S&P 500
1 Year Est. Return
+10.92%
AUM
$171M
AUM Growth
+$1.66M
(+0.98%)
Holding
259
Top Buys
| 1 | +$2.64M | |
| 2 | +$1.81M | |
| 3 | +$1.67M | |
| 4 |
Capital Group US Multi-Sector Income ETF
CGMS
|
+$1.21M |
| 5 |
Dimensional International Value ETF
DFIV
|
+$885K |
Top Sells
| 1 | +$2.23M | |
| 2 | +$961K | |
| 3 | +$812K | |
| 4 |
Oracle
ORCL
|
+$255K |
| 5 |
Nuveen ESG Large-Cap Growth ETF
NULG
|
+$185K |
Sector Composition
| 1 | Financials | 7.65% |
| 2 | Technology | 1.01% |
| 3 | Healthcare | 0.59% |
| 4 | Energy | 0.56% |
| 5 | Consumer Discretionary | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
PACCAR
PCAR
$61.9B
| – | – |
-28
|
|
||
252
PG&E
PCG
$37B
| – | – |
-430
|
|
||
|
PCH
253
DELISTED
PotlatchDeltic
PCH
| – | – |
-485
|
|
||
254
PIMCO Dynamic Income Fund
PDI
$7.76B
| – | – |
-1
|
|
||
255
Public Service Enterprise Group
PEG
$38.7B
| – | – |
-144
|
|
||
256
PepsiCo
PEP
$195B
| – | – |
-834
|
|
||
257
Pfizer
PFE
$147B
| – | – |
-5,401
|
|
||
258
Principal Financial Group
PFG
$22.2B
| – | – |
-75
|
|
||
259
Procter & Gamble
PG
$327B
| – | – |
-42
|
|