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
$169M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Sector Composition

1 Financials 7.73%
2 Technology 1.78%
3 Healthcare 0.93%
4 Industrials 0.88%
5 Consumer Discretionary 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BLK icon
176
Blackrock
BLK
$161B
$7.49K ﹤0.01%
+7
VTRS icon
177
Viatris
VTRS
$16.7B
$7.43K ﹤0.01%
+597
FCX icon
178
Freeport-McMoran
FCX
$90.1B
$7.42K ﹤0.01%
+146
O icon
179
Realty Income
O
$60.4B
$7.33K ﹤0.01%
+130
HD icon
180
Home Depot
HD
$360B
$7.23K ﹤0.01%
+21
PCG icon
181
PG&E
PCG
$39.8B
$6.91K ﹤0.01%
+430
PFG icon
182
Principal Financial Group
PFG
$20.3B
$6.62K ﹤0.01%
+75
MRK icon
183
Merck
MRK
$287B
$6.53K ﹤0.01%
+62
NPWR icon
184
NET Power
NPWR
$169M
$6.35K ﹤0.01%
+2,786
STX icon
185
Seagate
STX
$82.3B
$6.06K ﹤0.01%
+22
PG icon
186
Procter & Gamble
PG
$358B
$6.02K ﹤0.01%
+42
DOW icon
187
Dow Inc
DOW
$24.2B
$5.99K ﹤0.01%
+256
MAC icon
188
Macerich
MAC
$5.08B
$5.72K ﹤0.01%
+310
ETN icon
189
Eaton
ETN
$138B
$5.42K ﹤0.01%
+17
VT icon
190
Vanguard Total World Stock ETF
VT
$62.4B
$5.36K ﹤0.01%
+38
USHY icon
191
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.3B
$5.31K ﹤0.01%
+142
VNOM icon
192
Viper Energy
VNOM
$7.46B
$5.29K ﹤0.01%
+137
VWOB icon
193
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.93B
$5.26K ﹤0.01%
+78
AZN icon
194
AstraZeneca
AZN
$306B
$5.15K ﹤0.01%
+56
HCA icon
195
HCA Healthcare
HCA
$120B
$5.13K ﹤0.01%
+11
SOLV icon
196
Solventum
SOLV
$12.3B
$4.91K ﹤0.01%
+62
WM icon
197
Waste Management
WM
$99.3B
$4.83K ﹤0.01%
+22
CAT icon
198
Caterpillar
CAT
$329B
$4.58K ﹤0.01%
+8
VGK icon
199
Vanguard FTSE Europe ETF
VGK
$30.2B
$3.93K ﹤0.01%
+47
NXPI icon
200
NXP Semiconductors
NXPI
$53.2B
$3.91K ﹤0.01%
+18