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
$196M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$1.04M
2 +$932K
3 +$497K
4
SMB icon
VanEck Short Muni ETF
SMB
+$454K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$348K

Sector Composition

1 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$228K 0.12%
6,008
-286
52
$207K 0.11%
+14,908
53
-2,805