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 | |
|---|---|---|---|---|---|---|---|
| $15.1K | 0.01% | +95 | New | +$15.1K | |||
| $15.1K | 0.01% | +43 | New | +$15.1K | |||
| $14.8K | 0.01% | +285 | New | +$14.8K | |||
| $14.6K | 0.01% | +100 | New | +$14.6K | |||
| $13.3K | 0.01% | +5,067 | New | +$13.3K | |||
| $13.2K | 0.01% | +40 | New | +$13.2K | |||
| $12.2K | 0.01% | +47 | New | +$12.2K | |||
| $12.1K | 0.01% | +21 | New | +$12.1K | |||
| $11.9K | 0.01% | +157 | New | +$11.9K | |||
| $11.6K | 0.01% | +732 | New | +$11.6K | |||
| $11.5K | 0.01% | +22 | New | +$11.5K | |||
| $11.3K | 0.01% | +348 | New | +$11.3K | |||
| $11.2K | 0.01% | +118 | New | +$11.2K | |||
| $11.2K | 0.01% | +419 | New | +$11.2K | |||
| $10.2K | 0.01% | +403 | New | +$10.2K | |||
| $9.34K | 0.01% | +33 | New | +$9.34K | |||
| $9.2K | 0.01% | +114 | New | +$9.2K | |||
| $8.94K | 0.01% | +256 | New | +$8.94K | |||
| $8.89K | 0.01% | +1,700 | New | +$8.89K | |||
| $8.64K | 0.01% | +279 | New | +$8.64K | |||
| $8.25K | 0.01% | +30 | New | +$8.25K | |||
| $8.04K | 0.01% | +112 | New | +$8.04K | |||
| $7.92K | 0.01% | +350 | New | +$7.92K | |||
| $7.39K | 0.01% | +430 | New | +$7.39K | |||
| $7.16K | 0.01% | +42 | New | +$7.16K |
