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
$182M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$355K
3
+$267K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$30.2K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$16.3K

Top Sells

1
+$344K
2
+$198K
3
+$125K
4
VV icon
Vanguard Large-Cap ETF
VV
+$109K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$101K

Sector Composition

1 Industrials 0.03%
2 Technology 0.02%
3 Consumer Staples 0.02%
4 Utilities 0.02%
5 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$70K 0.04%
1,108
-165
27
$56K 0.03%
772
28
$40K 0.02%
111
29
$38K 0.02%
800
30
$33K 0.02%
311
31
$32K 0.02%
224
32
$29K 0.02%
400
33
$23K 0.01%
100
34
$22K 0.01%
415
35
$12K 0.01%
88
36
$7K ﹤0.01%
24
37
$7K ﹤0.01%
+99
38
$4K ﹤0.01%
18
-100
39
$4K ﹤0.01%
+44
40
$2K ﹤0.01%
+46
41
$1K ﹤0.01%
+60
42
– –
-200
43
– –
-195
44
$0 ﹤0.01%
+8
1
2