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
$109M
AUM Growth
+$3.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$1.48M
2 +$41.5K
3 +$38.1K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$32K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$13.7K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$307K 0.28%
+2,918
27
$296K 0.27%
5,958
28
-61,075