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
$126M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.62M
3
+$1.41M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.24M
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.2M

Top Sells

1
+$343K
2
+$175K
3
+$133K
4
IAU icon
iShares Gold Trust
IAU
+$127K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$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 Change
in Stake 		Capital Flow
51
$172K 0.14%
+1,300
52
$170K 0.14%
+5,317
53
$149K 0.12%
+2,962
54
$147K 0.12%
76,439
55
$138K 0.11%
+2,700
56
$137K 0.11%
+5,401
57
$120K 0.1%
+802
58
$118K 0.09%
+4,970
59
$114K 0.09%
+800
60
$111K 0.09%
+216
61
$102K 0.08%
+393
62
$101K 0.08%
+215
63
$100K 0.08%
+1,625
64
$96.4K 0.08%
+558
65
$89.8K 0.07%
+377
66
$88.5K 0.07%
+307
67
$84.8K 0.07%
+654
68
$83.8K 0.07%
+773
69
$81.7K 0.07%
+345
70
$80.4K 0.06%
+810
71
$78.5K 0.06%
+254
72
$78.2K 0.06%
+2,766
73
$78.1K 0.06%
+471
74
$70.9K 0.06%
+706
75
$70.7K 0.06%
+1,228
1 2
3
4 5