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
-$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$2.02M
3
+$2.02M
4
SMB icon
VanEck Short Muni ETF
SMB
+$1.98M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$1.56M

Top Sells

1
+$28.3M
2
+$11.8M
3
+$2.64M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$939K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$588K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.87%
37,824
27
$932K 0.64%
+19,581
28
$805K 0.55%
+14,659
29
$800K 0.55%
7,963
-175
30
$787K 0.54%
+29,015
31
$741K 0.51%
12,172
32
$469K 0.32%
3,817
+431
33
$346K 0.24%
8,057
34
$331K 0.23%
+2,716
35
$325K 0.22%
9,571
36
$302K 0.21%
1,221
37
$298K 0.2%
3,900
38
$296K 0.2%
3,627
39
$264K 0.18%
6,594
40
$253K 0.17%
2,662
41
$225K 0.15%
+2,101
42
$212K 0.15%
+5,732
43
$202K 0.14%
+655
44
$201K 0.14%
+5,558
45
– –
-139,382
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