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
101
$33.4K 0.03%
+1,472
102
$32K 0.03%
+706
103
$31.8K 0.03%
+88
104
$30K 0.02%
+1,154
105
$29.9K 0.02%
+692
106
$28K 0.02%
+544
107
$27.5K 0.02%
+90
108
$24.7K 0.02%
+226
109
$24.4K 0.02%
+396
110
$22.5K 0.02%
+892
111
$21.9K 0.02%
+485
112
$21.3K 0.02%
+577
113
$21.1K 0.02%
+189
114
$19.9K 0.02%
+317
115
$19.5K 0.02%
+393
116
$19.4K 0.02%
+103
117
$19.1K 0.02%
+612
118
$18.9K 0.02%
+753
119
$18.3K 0.01%
+1,202
120
$17.2K 0.01%
+272
121
$16.7K 0.01%
+400
122
$16.1K 0.01%
16,135
123
$15.8K 0.01%
+101
124
$15.5K 0.01%
+9,039
125
$15.3K 0.01%
+208
3 4
5
6 7