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
$147M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1 +$9.97M
2 +$4.82M
3 +$4.18M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.09M
5
CGMS icon
Capital Group US Multi-Sector Income ETF
CGMS
+$1.63M

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
WAT icon
176
Waters Corp
WAT
$22.1B
$3.14K ﹤0.01%
9
YUMC icon
177
Yum China
YUMC
$15.8B
$2.95K ﹤0.01%
66
PLD icon
178
Prologis
PLD
$117B
$2.94K ﹤0.01%
28
LTPZ icon
179
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$700M
$2.94K ﹤0.01%
56
WAB icon
180
Wabtec
WAB
$35.3B
$2.93K ﹤0.01%
14
-1
QCOM icon
181
Qualcomm
QCOM
$183B
$2.71K ﹤0.01%
17
KLAC icon
182
KLA
KLAC
$157B
$2.69K ﹤0.01%
3
PCAR icon
183
PACCAR
PCAR
$51.8B
$2.66K ﹤0.01%
28
DAL icon
184
Delta Air Lines
DAL
$38.4B
$2.66K ﹤0.01%
54
RRC icon
185
Range Resources
RRC
$8.9B
$2.56K ﹤0.01%
63
JQUA icon
186
JPMorgan US Quality Factor ETF
JQUA
$7.65B
$2.46K ﹤0.01%
41
+4
KLG
187
DELISTED
WK Kellogg Co
KLG
$2.39K ﹤0.01%
150
NKE icon
188
Nike
NKE
$90.3B
$2.34K ﹤0.01%
33
KD icon
189
Kyndryl
KD
$6.02B
$2.31K ﹤0.01%
55
ZTS icon
190
Zoetis
ZTS
$53B
$2.18K ﹤0.01%
14
WDC icon
191
Western Digital
WDC
$55.7B
$2.18K ﹤0.01%
34
WTW icon
192
Willis Towers Watson
WTW
$31.2B
$2.15K ﹤0.01%
7
REGN icon
193
Regeneron Pharmaceuticals
REGN
$69.1B
$2.1K ﹤0.01%
4
SCHD icon
194
Schwab US Dividend Equity ETF
SCHD
$69.9B
$2.09K ﹤0.01%
79
+8
NOW icon
195
ServiceNow
NOW
$179B
$2.06K ﹤0.01%
2
TMO icon
196
Thermo Fisher Scientific
TMO
$215B
$2.03K ﹤0.01%
5
OTIS icon
197
Otis Worldwide
OTIS
$35.5B
$1.98K ﹤0.01%
20
MRNA icon
198
Moderna
MRNA
$9.59B
$1.9K ﹤0.01%
69
UTHR icon
199
United Therapeutics
UTHR
$19.3B
$1.72K ﹤0.01%
6
-1
PNR icon
200
Pentair
PNR
$17.6B
$1.64K ﹤0.01%
16