EWMCB

EisnerAmper Wealth Management Corporate Benefits Portfolio holdings

AUM $274M
1-Year Est. Return 12.56%
This Fund
S&P 500
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 Buys

1
+$1.4M
2
+$1.28M
3
+$1.2M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.2M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.17M

Top Sells

1
+$1.05M
2
+$934K
3
+$491K
4
SMB icon
VanEck Short Muni ETF
SMB
+$450K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$349K

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
– –
-5,610
1 2
3