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 | |
|---|---|---|---|---|---|---|---|
| $69.1K | 0.06% | +278 | New | +$69.1K | |||
| $62.4K | 0.05% | +312 | New | +$62.4K | |||
| $61.2K | 0.05% | +3,554 | New | +$61.2K | |||
| $57.8K | 0.05% | +215 | New | +$57.8K | |||
| $56.5K | 0.04% | +1,158 | New | +$56.5K | |||
| $56.3K | 0.04% | +1,579 | New | +$56.3K | |||
| $56K | 0.04% | +146 | New | +$56K | |||
| $51.8K | 0.04% | +2,001 | New | +$51.8K | |||
| $51.4K | 0.04% | +604 | New | +$51.4K | |||
| $49.5K | 0.04% | +600 | New | +$49.5K | |||
| $49K | 0.04% | +317 | New | +$49K | |||
| $48.9K | 0.04% | +282 | New | +$48.9K | |||
| $48.2K | 0.04% | +306 | New | +$48.2K | |||
| $45.5K | 0.04% | 81 -312 | -79% | -$175K | |||
| $44.9K | 0.04% | +5,119 | New | +$44.9K | |||
| $42.9K | 0.03% | +96 | New | +$42.9K | |||
| $42.7K | 0.03% | +255 | New | +$42.7K | |||
| $41.9K | 0.03% | +912 | New | +$41.9K | |||
| $41.1K | 0.03% | +2,077 | New | +$41.1K | |||
| $40.3K | 0.03% | +1,269 | New | +$40.3K | |||
| $39.7K | 0.03% | +328 | New | +$39.7K | |||
| $36.7K | 0.03% | +250 | New | +$36.7K | |||
| $36.6K | 0.03% | +600 | New | +$36.6K | |||
| $35.5K | 0.03% | +404 | New | +$35.5K | |||
| $34.7K | 0.03% | +360 | New | +$34.7K |
