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
$220M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$1.86M
3
+$1.46M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$820K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$589K

Top Sells

1
+$3.26M
2
+$1.85M
3
+$1.19M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$472K
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$278K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10,312
52
– –
-1,649
1 2
3