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
$132M
AUM Growth
+$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$607K
2 +$501K
3 +$327K
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$312K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$260K

Sector Composition

1 Healthcare 4.13%
2 Consumer Staples 2.71%
3 Communication Services 2.15%
4 Real Estate 2.13%
5 Energy 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$211K 0.16%
+3,277
77
-22,680