EWMCB
EisnerAmper Wealth Management Corporate Benefits Portfolio holdings
AUM
$274M
This Quarter Return
+1.74%
1 Year Return
+12.56%
3 Year Return
+13.04%
5 Year Return
+47.91%
10 Year Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$126M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.1%
Holding
79
New
79
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$16.7M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$15.9M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$10.9M |
| 4 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$5.39M |
| 5 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$5.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 3.54% |
| 2 | Consumer Staples | 2.7% |
| 3 | Real Estate | 2.07% |
| 4 | Communication Services | 1.98% |
| 5 | Energy | 1.96% |
