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
+$883K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$34.2K

Top Sells

1 +$704K
2 +$551K
3 +$498K
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$260K
5
SMB icon
VanEck Short Muni ETF
SMB
+$179K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$391K 0.34%
4,651
27
$344K 0.3%
8,304
28
$321K 0.28%
2,611
29
$285K 0.25%
5,958
30
$275K 0.24%
3,954
-216