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
151
$7K 0.01%
+408
152
$6.6K 0.01%
+18
153
$6.55K 0.01%
+12
154
$6.34K 0.01%
+152
155
$6.15K ﹤0.01%
+100
156
$6.13K ﹤0.01%
+23
157
$5.82K ﹤0.01%
+12
158
$5.79K ﹤0.01%
+74
159
$5.71K ﹤0.01%
+21
160
$5.64K ﹤0.01%
+284
161
$5.57K ﹤0.01%
+62
162
$5.3K ﹤0.01%
+134
163
$5.23K ﹤0.01%
+142
164
$5.2K ﹤0.01%
+597
165
$5.09K ﹤0.01%
+22
166
$5.01K ﹤0.01%
+78
167
$4.84K ﹤0.01%
+49
168
$4.73K ﹤0.01%
+5
169
$4.71K ﹤0.01%
+62
170
$4.62K ﹤0.01%
+105
171
$4.41K ﹤0.01%
+38
172
$4.07K ﹤0.01%
+50
173
$3.94K ﹤0.01%
+66
174
$3.81K ﹤0.01%
+1
175
$3.72K ﹤0.01%
+29
5 6
7
8 9