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
$208M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$9.59M
2 +$843K
3 +$602K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$584K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$368K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,823