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
$168M
AUM Growth
-$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$247K
2
+$119K
3
+$113K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$98K
5
IYR icon
iShares US Real Estate ETF
IYR
+$93K

Top Sells

1
+$2.99M
2
+$943K
3
+$840K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$759K
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$633K

Sector Composition

1 Consumer Staples 0.05%
2 Technology 0.02%
3 Industrials 0.02%
4 Utilities 0.02%
5 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$50K 0.03%
+772
27
$38K 0.02%
+800
28
$36K 0.02%
+111
29
$31K 0.02%
+311
30
$31K 0.02%
+224
31
$30K 0.02%
+400
32
$28K 0.02%
+200
33
$26K 0.02%
+118
34
$26K 0.02%
+195
35
$22K 0.01%
+415
36
$19K 0.01%
+100
37
$11K 0.01%
+88
38
$6K ﹤0.01%
+24
39
– –
-20,321
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