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
$129M
AUM Growth
+$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.08M
3
+$841K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$540K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$465K

Top Sells

1
+$1.66M
2
+$632K
3
+$536K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$351K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$291K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$841K 0.65%
+12,375
27
$619K 0.48%
4,633
28
$540K 0.42%
+4,883
29
$465K 0.36%
+7,725
30
$352K 0.27%
3,900
31
$327K 0.25%
3,786
+26
32
$313K 0.24%
12,852
+1,762
33
$306K 0.24%
+6,293
34
$287K 0.22%
6,687
35
$275K 0.21%
3,869
36
$244K 0.19%
5,225
37
– –
-8,195
38
– –
-15,645
39
– –
-11,748
1
2