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
$188M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$9.13M
2 +$900K
3 +$488K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$439K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$346K

Top Sells

1 +$1.97M
2 +$1.76M
3 +$1.29M
4
INDA icon
iShares MSCI India ETF
INDA
+$971K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$874K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-47,091
52
-1,400