EWA
EQ Wealth Advisors Portfolio holdings
AUM
$152M
1-Year Est. Return
10.03%
1 Year Est. Return
+10.03%
AUM
$152M
AUM Growth
+$5.46M
(+3.7%)
Holding
253
Top Buys
| 1 | +$2.07M | |
| 2 | +$1.09M | |
| 3 | +$613K | |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$532K |
| 5 |
Capital Group Municipal Income ETF
CGMU
|
+$503K |
Top Sells
| 1 | +$1.72M | |
| 2 | +$398K | |
| 3 | +$387K | |
| 4 |
Amgen
AMGN
|
+$195K |
| 5 |
United Parcel Service
UPS
|
+$184K |
Sector Composition
| 1 | Financials | 8.48% |
| 2 | Technology | 1.69% |
| 3 | Consumer Discretionary | 0.57% |
| 4 | Healthcare | 0.48% |
| 5 | Industrials | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Hasbro
HAS
$11.6B
| – | – |
-100
|
|
||
252
Home Depot
HD
$356B
| – | – |
-18
|
|
||
253
iShares Core High Dividend ETF
HDV
$11.8B
| – | – |
-328
|
|