EWMCB
EisnerAmper Wealth Management Corporate Benefits Portfolio holdings
AUM
$274M
This Quarter Return
+4.17%
1 Year Return
+12.56%
3 Year Return
+13.04%
5 Year Return
+47.91%
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(+5.8%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
8.56%
Top 10 Holdings %
Top 10 Hldgs %
72.52%
Holding
34
New
4
Increased
6
Reduced
22
Closed
–
Top Buys
| 1 |
WisdomTree US SmallCap Dividend Fund
DES
|
$5.8M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$4.12M |
| 3 |
WisdomTree US MidCap Dividend Fund
DON
|
$2.37M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$388K |
| 5 |
iShares MSCI Japan ETF
EWJ
|
$224K |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$385K |
| 2 |
Invesco Large Cap Value ETF
PWV
|
$332K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$271K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$224K |
| 5 |
VanEck Short Muni ETF
SMB
|
$203K |
