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
151
$5.44K ﹤0.01%
134
152
$5.34K ﹤0.01%
12
153
$5.33K ﹤0.01%
597
154
$5.33K ﹤0.01%
142
155
$5.22K ﹤0.01%
284
156
$5.1K ﹤0.01%
78
157
$5.03K ﹤0.01%
22
158
$5.02K ﹤0.01%
310
-98
159
$4.98K ﹤0.01%
16
-199
160
$4.91K ﹤0.01%
62
161
$4.88K ﹤0.01%
38
162
$4.7K ﹤0.01%
62
163
$4.21K ﹤0.01%
66
164
$4.03K ﹤0.01%
105
165
$3.93K ﹤0.01%
18
166
$3.9K ﹤0.01%
50
167
$3.64K ﹤0.01%
47
168
$3.63K ﹤0.01%
50
169
$3.54K ﹤0.01%
50
170
$3.42K ﹤0.01%
45
+4
171
$3.3K ﹤0.01%
113
+7
172
$3.28K ﹤0.01%
7
173
$3.26K ﹤0.01%
136
174
$3.23K ﹤0.01%
55
175
$3.19K ﹤0.01%
46
5 6
7
8 9