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
$142M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$2.56M
3
+$2.2M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$753K
5
T icon
AT&T
T
+$601K

Top Sells

1
+$2.02M
2
+$374K
3
+$356K
4
CNI icon
Canadian National Railway
CNI
+$345K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$342K

Sector Composition

1 Healthcare 3.91%
2 Technology 3.81%
3 Communication Services 3.18%
4 Consumer Staples 2.36%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,766
102
– –
-5,828
1 2 3 4
5