EWA
EQ Wealth Advisors Portfolio holdings
AUM
$147M
This Quarter Return
-3.04%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.3%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$11.9M |
| 2 |
Capital Group US Multi-Sector Income ETF
CGMS
|
$10.5M |
| 3 |
Vanguard World Funds Extended Duration ETF
EDV
|
$8.16M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$7.9M |
| 5 |
Capital Group Growth ETF
CGGR
|
$5.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 11.4% |
| 2 | Technology | 2.3% |
| 3 | Consumer Discretionary | 1.13% |
| 4 | Energy | 0.69% |
| 5 | Healthcare | 0.42% |
