EWA

EQ Wealth Advisors Portfolio holdings

AUM $126M
AUM
$126M
AUM Growth
+$21.5M
Cap. Flow
+$18.4M
Cap. Flow %
14.63%
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
$175K
2
$133K
3
$127K
4
$108K
5
$100K

Sector Composition

1Financials11.36%
2Technology2.07%
3Healthcare1.13%
4Industrials0.85%
5Energy0.81%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$3.58K0%50 New
+$3.58K
$3.48K0%8 New
+$3.48K
$3.44K0%66 New
+$3.44K
$3.42K0%18 New
+$3.42K
$3.32K0%9 New
+$3.32K
$3.3K0%55 New
+$3.3K
$3.3K0%47 New
+$3.3K
$3.26K0%46 New
+$3.26K
$3.26K0%7 New
+$3.26K
$3.18K0%50 New
+$3.18K
$3.13K0%28 New
+$3.13K
$3.13K0%136 New
+$3.13K
$3.11K0%9 New
+$3.11K
$3.07K0%56 New
+$3.07K
$2.99K0%150 New
+$2.99K
$2.82K0%41 New
+$2.82K
$2.73K0%28 New
+$2.73K
$2.72K0%15 New
+$2.72K
$2.66K0%106 New
+$2.66K
$2.61K0%17 New
+$2.61K
$2.54K0%4 New
+$2.54K
$2.52K0%63 New
+$2.52K
$2.49K0%5 New
+$2.49K
$2.37K0%7 New
+$2.37K
$2.35K0%54 New
+$2.35K
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