EWA
EQ Wealth Advisors Portfolio holdings
AUM $126M
AUM
$126M
AUM Growth
+$21.5M (+21%)
Cap. Flow
+$18.4M
Cap. Flow % of AUM
14.63%
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 | $175K | |
| 2 | $133K | |
| 3 | $127K | |
| 4 | $108K | |
| 5 | $100K |
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 | |
|---|---|---|---|---|---|---|---|
| $7.01K | 0.01% | 408 | New | +$7.01K | |||
| $6.6K | 0.01% | 18 | New | +$6.6K | |||
| $6.56K | 0.01% | 12 | New | +$6.56K | |||
| $6.35K | 0.01% | 152 | New | +$6.35K | |||
| $6.15K | 0% | 100 | New | +$6.15K | |||
| $6.13K | 0% | 23 | New | +$6.13K | |||
| $5.82K | 0% | 12 | New | +$5.82K | |||
| $5.79K | 0% | 74 | New | +$5.79K | |||
| $5.71K | 0% | 21 | New | +$5.71K | |||
| $5.64K | 0% | 284 | New | +$5.64K | |||
| $5.57K | 0% | 62 | New | +$5.57K | |||
| $5.3K | 0% | 134 | New | +$5.3K | |||
| $5.23K | 0% | 142 | New | +$5.23K | |||
| $5.2K | 0% | 597 | New | +$5.2K | |||
| $5.09K | 0% | 22 | New | +$5.09K | |||
| $5.01K | 0% | 78 | New | +$5.01K | |||
| $4.84K | 0% | 49 | New | +$4.84K | |||
| $4.73K | 0% | 5 | New | +$4.73K | |||
| $4.71K | 0% | 62 | New | +$4.71K | |||
| $4.62K | 0% | 105 | New | +$4.62K | |||
| $4.41K | 0% | 38 | New | +$4.41K | |||
| $4.07K | 0% | 50 | New | +$4.07K | |||
| $3.94K | 0% | 66 | New | +$3.94K | |||
| $3.81K | 0% | 1 | New | +$3.81K | |||
| $3.72K | 0% | 29 | New | +$3.72K |
