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
76
$68.3K 0.05%
711
+5
77
$66.1K 0.05%
810
78
$65.6K 0.04%
+2,661
79
$59K 0.04%
200
-78
80
$57.9K 0.04%
2,001
81
$57.9K 0.04%
210
-45
82
$55.9K 0.04%
317
83
$55.5K 0.04%
604
84
$51.3K 0.03%
282
85
$50.3K 0.03%
81
86
$47.7K 0.03%
600
87
$47.5K 0.03%
912
88
$45.8K 0.03%
1,269
89
$45.3K 0.03%
306
90
$44.7K 0.03%
5,138
+19
91
$44.5K 0.03%
96
92
$41.3K 0.03%
78
-12
93
$39.5K 0.03%
404
94
$38.4K 0.03%
328
95
$38.1K 0.03%
250
96
$38.1K 0.03%
360
97
$37.4K 0.03%
88
98
$33K 0.02%
1,472
99
$30.6K 0.02%
+594
100
$30.5K 0.02%
706
2 3
4
5 6