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 (+21%)
Cap. Flow
+$18M
Cap. Flow % of AUM
14.35%
Top 10 Holdings %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
| 1 | Financials | 11.36% |
| 2 | Technology | 2.07% |
| 3 | Healthcare | 1.13% |
| 4 | Industrials | 0.85% |
| 5 | Energy | 0.81% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $12 | ﹤0.01% | +4 | New | +$12 | |||
| – | – | 0 | – | – | |||
| – | – | 0 | – | – | |||
| – | – | 0 | – | – | |||
| – | – | -849 | Closed | -$343K |
