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
76
$69.1K 0.06%
+278
77
$62.4K 0.05%
+312
78
$61.2K 0.05%
+3,554
79
$57.8K 0.05%
+215
80
$56.5K 0.05%
+1,158
81
$56.3K 0.04%
+1,579
82
$56K 0.04%
+146
83
$51.8K 0.04%
+2,001
84
$51.4K 0.04%
+604
85
$49.5K 0.04%
+600
86
$49K 0.04%
+317
87
$48.9K 0.04%
+282
88
$48.2K 0.04%
+306
89
$45.5K 0.04%
81
-312
90
$44.9K 0.04%
+5,119
91
$42.9K 0.03%
+96
92
$42.7K 0.03%
+255
93
$41.9K 0.03%
+912
94
$41.1K 0.03%
+2,077
95
$40.3K 0.03%
+1,269
96
$39.7K 0.03%
+328
97
$36.7K 0.03%
+250
98
$36.6K 0.03%
+600
99
$35.5K 0.03%
+404
100
$34.7K 0.03%
+360
2 3
4
5 6