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
$198M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$876K
3
+$604K
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$531K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$498K

Top Sells

1
+$2.04M
2
+$572K
3
+$477K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$321K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$244K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-15,799
52
– –
-31,755
53
– –
-845
1 2
3