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

Top Buys

1
+$9.91M
2
+$4.74M
3
+$3.96M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.07M
5
CGMS icon
Capital Group US Multi-Sector Income ETF
CGMS
+$1.6M

Top Sells

1
+$12.3M
2
+$8.69M
3
+$3.95M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$1.09M
5
SCHQ icon
Schwab Long-Term US Treasury ETF
SCHQ
+$800K

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
176
$3.14K ﹤0.01%
9
177
$2.95K ﹤0.01%
66
178
$2.94K ﹤0.01%
28
179
$2.94K ﹤0.01%
56
180
$2.93K ﹤0.01%
14
-1
181
$2.71K ﹤0.01%
17
182
$2.69K ﹤0.01%
3
183
$2.66K ﹤0.01%
28
184
$2.66K ﹤0.01%
54
185
$2.56K ﹤0.01%
63
186
$2.46K ﹤0.01%
41
+4
187
$2.39K ﹤0.01%
150
188
$2.34K ﹤0.01%
33
189
$2.31K ﹤0.01%
55
190
$2.18K ﹤0.01%
14
191
$2.18K ﹤0.01%
34
192
$2.15K ﹤0.01%
7
193
$2.1K ﹤0.01%
4
194
$2.09K ﹤0.01%
79
+8
195
$2.06K ﹤0.01%
10
196
$2.03K ﹤0.01%
5
197
$1.98K ﹤0.01%
20
198
$1.9K ﹤0.01%
69
199
$1.72K ﹤0.01%
6
-1
200
$1.64K ﹤0.01%
16
6 7
8
9 10