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
$192M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$515K
2
+$383K
3
+$135K
4
BAX icon
Baxter International
BAX
+$110K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$64.5K

Top Sells

1
+$1.36M
2
+$724K
3
+$538K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$103K
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$97.8K

Sector Composition

1 Consumer Discretionary 0.21%
2 Healthcare 0.15%
3 Industrials 0.04%
4 Communication Services 0.02%
5 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1K ﹤0.01%
+5
52
$0 ﹤0.01%
+8
53
– –
-18
54
$0 ﹤0.01%
+59
1 2
3