EWA

EQ Wealth Advisors Portfolio holdings

AUM $152M
1-Year Est. Return 10.03%
This Quarter Est. Return
1 Year Est. Return
+10.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$10.5M
3
+$8.16M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$7.9M
5
CGGR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$895K 0.86%
+28,489
27
$803K 0.77%
+19,179
28
$642K 0.62%
+28,934
29
$464K 0.45%
+1,600
30
$432K 0.42%
+13,006
31
$417K 0.4%
+3,873
32
$406K 0.39%
+1,620
33
$376K 0.36%
+4,819
34
$372K 0.36%
+1,696
35
$365K 0.35%
+11,296
36
$343K 0.33%
+849
37
$336K 0.32%
+3,149
38
$300K 0.29%
+12,123
39
$288K 0.28%
+1,985
40
$280K 0.27%
+25,875
41
$245K 0.24%
+9,482
42
$235K 0.23%
+972
43
$231K 0.22%
+393
44
$231K 0.22%
+1,300
45
$223K 0.21%
+5,529
46
$215K 0.21%
+17,697
47
$213K 0.2%
+9,642
48
$203K 0.2%
+263
49
$160K 0.15%
+76,439
50
$16.1K 0.02%
+16,135
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