EWMCB

EisnerAmper Wealth Management Corporate Benefits Portfolio holdings

AUM $274M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$15.9M
3
+$10.9M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$5.39M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$5.1M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.54%
2 Consumer Staples 2.7%
3 Real Estate 2.07%
4 Communication Services 1.98%
5 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$777K 0.62%
+11,018
27
$771K 0.61%
+8,472
28
$765K 0.61%
+11,810
29
$717K 0.57%
+16,959
30
$708K 0.56%
+7,508
31
$698K 0.55%
+6,286
32
$693K 0.55%
+8,018
33
$689K 0.55%
+14,045
34
$675K 0.54%
+26,666
35
$673K 0.53%
+5,831
36
$673K 0.53%
+18,757
37
$668K 0.53%
+8,830
38
$661K 0.52%
+16,427
39
$657K 0.52%
+7,892
40
$657K 0.52%
+12,333
41
$653K 0.52%
+23,696
42
$651K 0.52%
+11,330
43
$648K 0.51%
+25,566
44
$643K 0.51%
+9,705
45
$625K 0.5%
+23,445
46
$619K 0.49%
+13,411
47
$606K 0.48%
+6,471
48
$596K 0.47%
+8,660
49
$594K 0.47%
+5,301
50
$566K 0.45%
+12,429
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