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 | |
|---|---|---|---|---|---|---|---|
| $33.4K | 0.03% | +1,472 | New | +$33.4K | |||
| $32K | 0.03% | +706 | New | +$32K | |||
| $31.8K | 0.03% | +88 | New | +$31.8K | |||
| $30K | 0.02% | +1,154 | New | +$30K | |||
| $29.9K | 0.02% | +3,462 | New | +$29.9K | |||
| $28K | 0.02% | +544 | New | +$28K | |||
| $27.5K | 0.02% | +90 | New | +$27.5K | |||
| $24.7K | 0.02% | +226 | New | +$24.7K | |||
| $24.4K | 0.02% | +396 | New | +$24.4K | |||
| $22.5K | 0.02% | +892 | New | +$22.5K | |||
| $21.9K | 0.02% | +485 | New | +$21.9K | |||
| $21.3K | 0.02% | +577 | New | +$21.3K | |||
| $21.1K | 0.02% | +189 | New | +$21.1K | |||
| $19.9K | 0.02% | +317 | New | +$19.9K | |||
| $19.5K | 0.02% | +393 | New | +$19.5K | |||
| $19.4K | 0.02% | +103 | New | +$19.4K | |||
| $19.1K | 0.02% | +256 | New | +$19.1K | |||
| $18.9K | 0.02% | +753 | New | +$18.9K | |||
| $18.3K | 0.01% | +1,202 | New | +$18.3K | |||
| $17.2K | 0.01% | +272 | New | +$17.2K | |||
| $16.7K | 0.01% | +400 | New | +$16.7K | |||
| $16.1K | 0.01% | 16,135 | – | – | |||
| $15.8K | 0.01% | +101 | New | +$15.8K | |||
| $15.5K | 0.01% | +9,039 | New | +$15.5K | |||
| $15.3K | 0.01% | +208 | New | +$15.3K |
