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
$2.31K0%14 New
+$2.31K
$2.16K0%7 New
+$2.16K
$2.1K0%29 New
+$2.1K
$2.1K0%33 New
+$2.1K
$2.09K0%37 New
+$2.09K
$2.08K0%13 New
+$2.08K
$2.06K0%20 New
+$2.06K
$2.04K0%3 New
+$2.04K
$1.98K0%48 New
+$1.98K
$1.98K0%71 New
+$1.98K
$1.96K0%69 New
+$1.96K
$1.73K0%55 New
+$1.73K
$1.62K0%120 New
+$1.62K
$1.59K0%2 New
+$1.59K
$1.47K0%12 New
+$1.47K
$1.43K0%100 New
+$1.43K
$1.43K0%54 New
+$1.43K
$1.4K0%16 New
+$1.4K
$1.38K0%34 New
+$1.38K
$1.36K0%15 New
+$1.36K
$1.33K0%37 New
+$1.33K
$1.33K0%6 New
+$1.33K
$1.06K0%4 New
+$1.06K
$1.04K0%16 New
+$1.04K
$9450%9 New
+$945
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