EW

Emerson Wealth Portfolio holdings

AUM $153M
1-Year Est. Return 16.38%
This Quarter Est. Return
1 Year Est. Return
-16.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$41M
2 +$17.5M
3 +$10.6M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$9.26M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.26M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 6%
2 Industrials 1.83%
3 Utilities 0.3%
4 Technology 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$204K 0.2%
+1,595
27
$30K 0.03%
+9,914,557