EWA

EQ Wealth Advisors Portfolio holdings

AUM $126M
AUM
$126M
AUM Growth
+$21.5M
Cap. Flow
+$18.4M
Cap. Flow %
14.63%
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
$175K
2
$133K
3
$127K
4
$108K
5
$100K

Sector Composition

1Financials11.36%
2Technology2.07%
3Healthcare1.13%
4Industrials0.85%
5Energy0.81%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$69.1K0.06%278 New
+$69.1K
$62.4K0.05%312 New
+$62.4K
$61.2K0.05%3,554 New
+$61.2K
$57.8K0.05%215 New
+$57.8K
$56.5K0.04%1,158 New
+$56.5K
$56.3K0.04%1,579 New
+$56.3K
$56K0.04%146 New
+$56K
$51.8K0.04%2,001 New
+$51.8K
$51.4K0.04%604 New
+$51.4K
$49.5K0.04%600 New
+$49.5K
$49K0.04%317 New
+$49K
$48.9K0.04%282 New
+$48.9K
$48.2K0.04%306 New
+$48.2K
$45.5K0.04%81
-312
-79%
-$175K
$44.9K0.04%5,119 New
+$44.9K
$42.9K0.03%96 New
+$42.9K
$42.7K0.03%255 New
+$42.7K
$41.9K0.03%912 New
+$41.9K
$41.1K0.03%2,077 New
+$41.1K
$40.3K0.03%1,269 New
+$40.3K
$39.7K0.03%328 New
+$39.7K
$36.7K0.03%250 New
+$36.7K
$36.6K0.03%600 New
+$36.6K
$35.5K0.03%404 New
+$35.5K
$34.7K0.03%360 New
+$34.7K
1 2345612