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
$116M
AUM Growth
+$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$475K
3
+$270K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$171K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$141K

Top Sells

1
+$90.3K
2
+$20.8K
3
+$20.8K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$648

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$355K 0.3%
4,651
27
$344K 0.3%
9,133
28
$321K 0.28%
2,918
29
$293K 0.25%
5,958
1
2