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
176
$3.58K ﹤0.01%
+50
177
$3.48K ﹤0.01%
+8
178
$3.44K ﹤0.01%
+66
179
$3.42K ﹤0.01%
+18
180
$3.32K ﹤0.01%
+9
181
$3.3K ﹤0.01%
+55
182
$3.3K ﹤0.01%
+47
183
$3.26K ﹤0.01%
+46
184
$3.26K ﹤0.01%
+7
185
$3.18K ﹤0.01%
+50
186
$3.13K ﹤0.01%
+28
187
$3.13K ﹤0.01%
+136
188
$3.11K ﹤0.01%
+9
189
$3.07K ﹤0.01%
+56
190
$2.99K ﹤0.01%
+150
191
$2.82K ﹤0.01%
+41
192
$2.73K ﹤0.01%
+28
193
$2.72K ﹤0.01%
+15
194
$2.65K ﹤0.01%
+106
195
$2.61K ﹤0.01%
+17
196
$2.54K ﹤0.01%
+4
197
$2.52K ﹤0.01%
+63
198
$2.49K ﹤0.01%
+5
199
$2.37K ﹤0.01%
+7
200
$2.35K ﹤0.01%
+54
6 7
8
9 10