EWMCB
EisnerAmper Wealth Management Corporate Benefits Portfolio holdings
AUM
$274M
This Quarter Return
+2.34%
1 Year Return
+12.56%
3 Year Return
+13.04%
5 Year Return
+47.91%
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(-28%)
Cap. Flow
-$42.4M
Cap. Flow
% of AUM
-41.71%
Top 10 Holdings %
Top 10 Hldgs %
75.1%
Holding
108
New
–
Increased
12
Reduced
11
Closed
80
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$1.69M |
| 2 |
AT&T
T
|
$1.46M |
| 3 |
Apple
AAPL
|
$1.32M |
| 4 |
Novartis
NVS
|
$1.23M |
| 5 |
Johnson & Johnson
JNJ
|
$946K |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
