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
201
$2.31K ﹤0.01%
+14
202
$2.16K ﹤0.01%
+7
203
$2.1K ﹤0.01%
+29
204
$2.1K ﹤0.01%
+33
205
$2.09K ﹤0.01%
+37
206
$2.08K ﹤0.01%
+13
207
$2.06K ﹤0.01%
+20
208
$2.04K ﹤0.01%
+3
209
$1.98K ﹤0.01%
+48
210
$1.98K ﹤0.01%
+71
211
$1.96K ﹤0.01%
+69
212
$1.73K ﹤0.01%
+55
213
$1.62K ﹤0.01%
+120
214
$1.59K ﹤0.01%
+2
215
$1.47K ﹤0.01%
+12
216
$1.43K ﹤0.01%
+100
217
$1.43K ﹤0.01%
+54
218
$1.4K ﹤0.01%
+16
219
$1.38K ﹤0.01%
+34
220
$1.36K ﹤0.01%
+15
221
$1.33K ﹤0.01%
+37
222
$1.32K ﹤0.01%
+6
223
$1.06K ﹤0.01%
+4
224
$1.04K ﹤0.01%
+16
225
$945 ﹤0.01%
+9
7 8
9
10 11