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
$126M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$15.9M
3
+$10.9M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$5.39M
5
DEM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$527K 0.42%
+24,910
52
$525K 0.42%
+8,928
53
$494K 0.39%
+10,790
54
$493K 0.39%
+10,168
55
$477K 0.38%
+18,655
56
$475K 0.38%
+8,812
57
$423K 0.34%
+10,455
58
$416K 0.33%
+4,649
59
$410K 0.33%
+7,687
60
$408K 0.32%
+3,645
61
$405K 0.32%
+3,555
62
$401K 0.32%
+10,228
63
$357K 0.28%
+2,842
64
$349K 0.28%
+3,147
65
$345K 0.27%
+4,681
66
$332K 0.26%
+18,576
67
$318K 0.25%
+9,324
68
$287K 0.23%
+6,174
69
$282K 0.22%
+5,958
70
$279K 0.22%
+1,861
71
$278K 0.22%
+2,632
72
$237K 0.19%
+3,039
73
$227K 0.18%
+3,640
74
$221K 0.18%
+4,731
75
$208K 0.17%
+7,200
1 2
3