EWMCB

EisnerAmper Wealth Management Corporate Benefits Portfolio holdings

AUM $274M
1-Year Est. Return 12.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$196K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$112K
2
+$94K
3
+$89.6K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$65K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$48K

Top Sells

1
+$393K
2
+$231K
3
+$170K
4
SMB icon
VanEck Short Muni ETF
SMB
+$101K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$56.5K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$353K 0.3%
2,918
27
$320K 0.27%
9,133
28
$276K 0.24%
5,958
29
– –
-4,532
1
2