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
201
$1.51K ﹤0.01%
15
202
$1.37K ﹤0.01%
120
203
$1.28K ﹤0.01%
37
204
$1.23K ﹤0.01%
18
+2
205
$1.22K ﹤0.01%
100
206
$1.12K ﹤0.01%
18
+2
207
$1.11K ﹤0.01%
61
+8
208
$1.1K ﹤0.01%
12
+3
209
$1.07K ﹤0.01%
4
210
$1.02K ﹤0.01%
6
211
$983 ﹤0.01%
12
212
$966 ﹤0.01%
13
213
$932 ﹤0.01%
4
214
$903 ﹤0.01%
8
215
$890 ﹤0.01%
21
+8
216
$870 ﹤0.01%
6
217
$863 ﹤0.01%
10
218
$833 ﹤0.01%
40
219
$793 ﹤0.01%
38
-1,164
220
$753 ﹤0.01%
1
221
$623 ﹤0.01%
3
222
$617 ﹤0.01%
9
223
$559 ﹤0.01%
3
224
$549 ﹤0.01%
30
225
$499 ﹤0.01%
11
7 8
9
10 11