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
101
$30.1K 0.02%
1,154
102
$29.4K 0.02%
544
103
$28.6K 0.02%
692
104
$27.8K 0.02%
600
105
$27.5K 0.02%
396
106
$23.6K 0.02%
317
107
$23.4K 0.02%
226
108
$22.1K 0.02%
892
109
$20.6K 0.01%
577
110
$20.3K 0.01%
189
111
$20K 0.01%
103
112
$19.9K 0.01%
272
113
$19.3K 0.01%
393
114
$19K 0.01%
753
115
$18.6K 0.01%
485
116
$17.6K 0.01%
612
117
$17.3K 0.01%
95
118
$15.5K 0.01%
21
119
$15.4K 0.01%
1,700
120
$15.3K 0.01%
208
121
$15.3K 0.01%
43
122
$13.5K 0.01%
400
123
$13.5K 0.01%
100
124
$13.2K 0.01%
40
125
$13.2K 0.01%
47
3 4
5
6 7