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
$146M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$402K
3
+$250K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$239K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$212K

Top Sells

1
+$1.74M
2
+$399K
3
+$216K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$83.1K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$67.3K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$374K 0.26%
8,057
27
$370K 0.25%
3,900
28
$340K 0.23%
7,419
+35
29
$319K 0.22%
3,627
30
$314K 0.22%
2,520
+288
31
$307K 0.21%
6,832
-225
32
$288K 0.2%
2,101
33
$262K 0.18%
5,224
34
$239K 0.16%
+5,380
35
$212K 0.15%
+2,986
36
– –
-61,445
1
2