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
$123M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$536K
3
+$403K
4
IAU icon
iShares Gold Trust
IAU
+$282K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$273K

Top Sells

1
+$1.09M
2
+$883K
3
+$265K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$237K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$209K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$536K 0.44%
+15,645
27
$351K 0.29%
8,195
-212
28
$345K 0.28%
3,900
29
$320K 0.26%
3,760
30
$290K 0.24%
6,687
31
$282K 0.23%
+11,748
32
$278K 0.23%
3,869
33
$273K 0.22%
+11,090
34
$246K 0.2%
+5,225
35
– –
-12,674
36
– –
-3,443
37
– –
-2,293
38
– –
-9,606
1
2