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
$209M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$3.13M
3
+$2.77M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.38M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$785K

Top Sells

1
+$5.51M
2
+$3.9M
3
+$2.6M
4
TILL icon
Teucrium Agricultural Strategy No K-1 ETF
TILL
+$1.58M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.45M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 1.33%
+90,041
27
$2.23M 1.07%
8,097
-1,109
28
$2.21M 1.06%
56,635
-850
29
$1.39M 0.67%
24,080
30
$1.38M 0.66%
+24,903
31
$1.28M 0.61%
27,416
-6,055
32
$1.07M 0.51%
10,741
-124
33
$929K 0.44%
38,394
+25,038
34
$833K 0.4%
8,505
+4,778
35
$785K 0.38%
+5,168
36
$762K 0.36%
67,007
-1,097
37
$757K 0.36%
15,098
-10,137
38
$619K 0.3%
8,532
-768
39
$502K 0.24%
4,569
+1,544
40
$454K 0.22%
1,025
+343
41
$377K 0.18%
+7,704
42
$342K 0.16%
+3,586
43
$339K 0.16%
+4,181
44
$331K 0.16%
896
45
$317K 0.15%
7,890
46
$292K 0.14%
+6,104
47
$280K 0.13%
14,944
+16
48
$279K 0.13%
+5,390
49
$278K 0.13%
1,678
-265
50
$276K 0.13%
4,285
+15
1
2
3