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
Cap. Flow
+$18M
Cap. Flow %
14.35%
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

1Financials11.36%
2Technology2.07%
3Healthcare1.13%
4Industrials0.85%
5Energy0.81%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$7.01K0.01%
+408
 New
+$7.01K
$6.6K0.01%
+18
 New
+$6.6K
$6.56K0.01%
+12
 New
+$6.56K
$6.35K0.01%
+152
 New
+$6.35K
$6.15K﹤0.01%
+100
 New
+$6.15K
$6.13K﹤0.01%
+23
 New
+$6.13K
$5.82K﹤0.01%
+12
 New
+$5.82K
$5.79K﹤0.01%
+74
 New
+$5.79K
$5.71K﹤0.01%
+21
 New
+$5.71K
$5.64K﹤0.01%
+284
 New
+$5.64K
$5.57K﹤0.01%
+62
 New
+$5.57K
$5.3K﹤0.01%
+134
 New
+$5.3K
$5.23K﹤0.01%
+142
 New
+$5.23K
$5.2K﹤0.01%
+597
 New
+$5.2K
$5.09K﹤0.01%
+22
 New
+$5.09K
$5.01K﹤0.01%
+78
 New
+$5.01K
$4.84K﹤0.01%
+49
 New
+$4.84K
$4.73K﹤0.01%
+5
 New
+$4.73K
$4.71K﹤0.01%
+62
 New
+$4.71K
$4.62K﹤0.01%
+105
 New
+$4.62K
$4.41K﹤0.01%
+38
 New
+$4.41K
$4.07K﹤0.01%
+50
 New
+$4.07K
$3.94K﹤0.01%
+66
 New
+$3.94K
$3.81K﹤0.01%
+1
 New
+$3.81K
$3.72K﹤0.01%
+29
 New
+$3.72K
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