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
126
$15.1K 0.01%
+95
127
$15.1K 0.01%
+43
128
$14.8K 0.01%
+285
129
$14.6K 0.01%
+100
130
$13.3K 0.01%
+5,067
131
$13.2K 0.01%
+40
132
$12.2K 0.01%
+47
133
$12.1K 0.01%
+21
134
$11.9K 0.01%
+157
135
$11.6K 0.01%
+732
136
$11.5K 0.01%
+22
137
$11.3K 0.01%
+348
138
$11.2K 0.01%
+118
139
$11.2K 0.01%
+419
140
$10.2K 0.01%
+403
141
$9.34K 0.01%
+33
142
$9.2K 0.01%
+114
143
$8.94K 0.01%
+256
144
$8.89K 0.01%
+1,700
145
$8.64K 0.01%
+279
146
$8.24K 0.01%
+30
147
$8.04K 0.01%
+112
148
$7.92K 0.01%
+350
149
$7.39K 0.01%
+430
150
$7.16K 0.01%
+42
4 5
6
7 8