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
126
$13.1K 0.01%
157
127
$12.5K 0.01%
5,067
128
$12K 0.01%
348
129
$11.6K 0.01%
732
130
$10.6K 0.01%
118
131
$9.92K 0.01%
419
132
$9.37K 0.01%
280
+1
133
$9.12K 0.01%
30
134
$9.01K 0.01%
350
135
$8.97K 0.01%
112
136
$8.81K 0.01%
33
137
$8.49K 0.01%
12
138
$8.21K 0.01%
403
139
$7.7K 0.01%
104
-10
140
$7.67K 0.01%
669
-8,370
141
$7.38K 0.01%
100
142
$7.2K ﹤0.01%
152
143
$6.86K ﹤0.01%
22
144
$6.78K ﹤0.01%
256
145
$6.75K ﹤0.01%
74
146
$6.69K ﹤0.01%
42
147
$6.6K ﹤0.01%
18
148
$6.08K ﹤0.01%
49
149
$5.99K ﹤0.01%
430
150
$5.48K ﹤0.01%
23
4 5
6
7 8