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
$132M
AUM Growth
+$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$607K
2 +$501K
3 +$327K
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$312K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$260K

Sector Composition

1 Healthcare 4.13%
2 Consumer Staples 2.71%
3 Communication Services 2.15%
4 Real Estate 2.13%
5 Energy 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$602K 0.46%
19,540
+885
52
$598K 0.45%
5,701
+400
53
$512K 0.39%
8,869
+1,182
54
$506K 0.38%
12,135
+1,680
55
$495K 0.37%
10,168
56
$492K 0.37%
15,059
+5,735
57
$481K 0.36%
11,365
+575
58
$480K 0.36%
9,252
+440
59
$458K 0.35%
4,145
+590
60
$456K 0.35%
4,210
+565
61
$441K 0.33%
3,965
+818
62
$377K 0.29%
9,382
-846
63
$375K 0.28%
2,842
64
$365K 0.28%
4,033
-616
65
$352K 0.27%
4,681
66
$343K 0.26%
4,174
+1,135
67
$327K 0.25%
+7,028
68
$302K 0.23%
6,174
69
$288K 0.22%
2,632
70
$284K 0.21%
5,958
71
$275K 0.21%
17,881
-695
72
$270K 0.2%
1,869
+8
73
$231K 0.17%
4,731
74
$219K 0.17%
7,200
75
$217K 0.16%
3,579
-61