EWA

EQ Wealth Advisors Portfolio holdings

AUM $126M
This Quarter Return
+3.66%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$21.5M
Cap. Flow
+$18M
Cap. Flow %
14.35%
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
$343K
2
$175K
3
$133K
4
$127K
5
$108K

Sector Composition

1Financials11.36%
2Technology2.07%
3Healthcare1.13%
4Industrials0.85%
5Energy0.81%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.31K﹤0.01%
+14
 New
+$2.31K
$2.16K﹤0.01%
+7
 New
+$2.16K
$2.1K﹤0.01%
+29
 New
+$2.1K
$2.1K﹤0.01%
+33
 New
+$2.1K
$2.09K﹤0.01%
+37
 New
+$2.09K
$2.08K﹤0.01%
+13
 New
+$2.08K
$2.06K﹤0.01%
+20
 New
+$2.06K
$2.04K﹤0.01%
+3
 New
+$2.04K
$1.98K﹤0.01%
+48
 New
+$1.98K
$1.98K﹤0.01%
+71
 New
+$1.98K
$1.96K﹤0.01%
+69
 New
+$1.96K
$1.73K﹤0.01%
+55
 New
+$1.73K
$1.62K﹤0.01%
+120
 New
+$1.62K
$1.59K﹤0.01%
+2
 New
+$1.59K
$1.47K﹤0.01%
+12
 New
+$1.47K
$1.43K﹤0.01%
+100
 New
+$1.43K
$1.43K﹤0.01%
+54
 New
+$1.43K
$1.4K﹤0.01%
+16
 New
+$1.4K
$1.38K﹤0.01%
+34
 New
+$1.38K
$1.36K﹤0.01%
+15
 New
+$1.36K
$1.33K﹤0.01%
+37
 New
+$1.33K
$1.33K﹤0.01%
+6
 New
+$1.33K
$1.06K﹤0.01%
+4
 New
+$1.06K
$1.04K﹤0.01%
+16
 New
+$1.04K
$945﹤0.01%
+9
 New
+$945
1 789101112