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
$115M
AUM Growth
-$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$5.45M
3
+$474K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$401K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$377K

Top Sells

1
+$9.2M
2
+$5.33M
3
+$1.93M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$1.68M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$1.52M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$386K 0.33%
4,651
27
$327K 0.28%
8,304
-829
28
$321K 0.28%
2,611
-307
29
$279K 0.24%
5,958
30
$273K 0.24%
4,170
-81,486
31
– –
-10,167
1
2