EWA

EQ Wealth Advisors Portfolio holdings

AUM $169M
1-Year Est. Return 15.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$4.74M
3
+$3.96M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.07M
5
CGMS icon
Capital Group US Multi-Sector Income ETF
CGMS
+$1.6M

Top Sells

1
+$12.3M
2
+$8.69M
3
+$3.95M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$1.09M
5
SCHQ icon
Schwab Long-Term US Treasury ETF
SCHQ
+$800K

Sector Composition

1 Financials 8.82%
2 Technology 2.05%
3 Industrials 0.94%
4 Healthcare 0.9%
5 Consumer Discretionary 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$177K 0.12%
3,710
+1,010
52
$177K 0.12%
7,776
53
$177K 0.12%
1,300
54
$170K 0.12%
3,188
+226
55
$131K 0.09%
5,401
56
$131K 0.09%
393
57
$124K 0.08%
307
58
$124K 0.08%
11,918
-13,957
59
$121K 0.08%
768
-5
60
$119K 0.08%
215
61
$111K 0.08%
506
-75,933
62
$108K 0.07%
216
63
$106K 0.07%
802
64
$104K 0.07%
1,625
65
$103K 0.07%
800
66
$103K 0.07%
377
67
$103K 0.07%
4,332
+778
68
$98.6K 0.07%
558
69
$93K 0.06%
254
70
$88.9K 0.06%
3,790
-1,180
71
$88.3K 0.06%
345
72
$80.3K 0.05%
312
73
$80K 0.05%
2,766
74
$77.9K 0.05%
654
75
$71.9K 0.05%
471
1 2
3
4 5