How To: Review Equity Holdings

Navigate to the Performance section from the left navigation panel and select Equity Holdings.

This view shows your equity exposure across accounts, ETFs, and funds — helping you understand what companies you own and where they appear.

Use the filters and grouping options to:

• View holdings by stock, account, or asset class

• Identify overlapping exposure across ETFs and portfolios

• See how individual equities contribute to overall performance

🎯 This page helps uncover concentration risk and hidden overlap so you can better understand your true equity exposure.

👉 Tip: Use this view alongside Returns Over Time to connect holdings with performance.