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 (+21%)
Cap. Flow
+$18M
Cap. Flow % of AUM
14.35%
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 | $343K | |
| 2 | $175K | |
| 3 | $133K | |
| 4 | $127K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $3.58K | ﹤0.01% | +50 | New | +$3.58K | |||
| $3.48K | ﹤0.01% | +8 | New | +$3.48K | |||
| $3.44K | ﹤0.01% | +66 | New | +$3.44K | |||
| $3.42K | ﹤0.01% | +18 | New | +$3.42K | |||
| $3.32K | ﹤0.01% | +9 | New | +$3.32K | |||
| $3.3K | ﹤0.01% | +55 | New | +$3.3K | |||
| $3.3K | ﹤0.01% | +47 | New | +$3.3K | |||
| $3.26K | ﹤0.01% | +46 | New | +$3.26K | |||
| $3.26K | ﹤0.01% | +7 | New | +$3.26K | |||
| $3.18K | ﹤0.01% | +50 | New | +$3.18K | |||
| $3.13K | ﹤0.01% | +28 | New | +$3.13K | |||
| $3.13K | ﹤0.01% | +136 | New | +$3.13K | |||
| $3.11K | ﹤0.01% | +9 | New | +$3.11K | |||
| $3.07K | ﹤0.01% | +56 | New | +$3.07K | |||
| $2.99K | ﹤0.01% | +150 | New | +$2.99K | |||
| $2.82K | ﹤0.01% | +41 | New | +$2.82K | |||
| $2.73K | ﹤0.01% | +28 | New | +$2.73K | |||
| $2.72K | ﹤0.01% | +15 | New | +$2.72K | |||
| $2.66K | ﹤0.01% | +106 | New | +$2.66K | |||
| $2.61K | ﹤0.01% | +17 | New | +$2.61K | |||
| $2.54K | ﹤0.01% | +4 | New | +$2.54K | |||
| $2.52K | ﹤0.01% | +63 | New | +$2.52K | |||
| $2.49K | ﹤0.01% | +5 | New | +$2.49K | |||
| $2.37K | ﹤0.01% | +7 | New | +$2.37K | |||
| $2.35K | ﹤0.01% | +54 | New | +$2.35K |
