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
$113M
AUM Growth
-$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.81M
3
+$6.23M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.03M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.02M

Top Sells

1
+$8.11M
2
+$5.33M
3
+$4.81M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.91M
5
AAPL icon
Apple
AAPL
+$276K

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,593
1
2