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
$207M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$2.81M
3
+$2.6M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.44M
5
TILL icon
Teucrium Agricultural Strategy No K-1 ETF
TILL
+$1.58M

Top Sells

1
+$5.81M
2
+$1.43M
3
+$1.22M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.2M
5
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$1.2M

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$212K 0.1%
+4,270
52
– –
-17,894
53
– –
-6,008
54
– –
-52,733
55
– –
-3,534
56
– –
-34,504
57
– –
-43,286
58
– –
-50,841
59
– –
-3,100
1 2
3