EW
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EisnerAmper Wealth Management Corporate Benefits, LLC13F | |
| EisnerAmper Wealth Management Corporate Benefits, | |
| Last update 2024-01-03 | 65 Stocks (14 new) |
| Value $269.00 Mil | Turnover 31 % |
| Portfolio Report | |
EisnerAmper Wealth Management ... Top Holdings of 2023-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG | iShares Core U.S. Aggregate Bond ETF | 468,671 | 46520.000 | +339.42% | 17.280 | +13.35% | 0.050 | -2.93% | -0.99% | 118817.651 | ||
VIG | Vanguard Dividend Appreciation FTF | 119,539 | 20370.000 | +293.35% | 7.570 | +5.65% | 0.030 | -2.25% | -1.53% | 83388.599 | ||
IVV | iShares Core S&P 500 ETF | 28,625 | 13670.000 | -34.16% | 5.080 | -2.90% | 0.000 | +1.13% | -0.91% | 580036.558 | ||
IVW | iShares S&P 500 Growth ETF | 175,092 | 13150.000 | -12.08% | 4.890 | -0.75% | 0.040 | +4.67% | -0.44% | 56194.026 | ||
VIGI | Vanguard International Dividend Appreciation ETF | 162,939 | 12930.000 | New Holding | 4.800 | +4.80% | 0.260 | -8.19% | -0.86% | 7156.474 | ||
SDY | SPDR Dividend ETF | 85,162 | 10640.000 | -10.11% | 3.950 | -0.50% | 0.050 | -7.45% | -2.54% | 19639.189 | ||
DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | 205,081 | 10240.000 | -4.58% | 3.800 | -0.21% | 0.350 | -8.81% | -2.64% | 1757.547 | ||
DGRW | WisdomTree U.S. Dividend Growth Fund | 145,223 | 10210.000 | -6.01% | 3.790 | -0.27% | 0.110 | -3.72% | -0.98% | 14561.438 | ||
DES | WisdomTree U.S. SmallCap Dividend Fund | 284,436 | 9150.000 | -1.15% | 3.400 | -0.04% | 0.440 | -1.27% | -3.67% | 1978.782 | ||
SCHD | Schwab US Dividend Equity ETF | 116,195 | 8850.000 | -4.55% | 3.290 | -0.18% | 0.020 | -3.36% | -1.13% | 65031.977 |
EisnerAmper Wealth Management Corporate Benefits, LLC's Historical Top Holdings Breakdowns
EisnerAmper Wealth Management Corporate Benefits, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AGG | iShares Core U.S. Aggregate Bond ETF | 2023-12-31 | Add | +13.35% | 91.67 ($95.17) 99.66 | $95.94 | 0.81% | Add 339.42% | 468,671 | 362,014 | |
VIG | Vanguard Dividend Appreciation FTF | 2023-12-31 | Add | +5.65% | 150.16 ($160.9) 171.16 | $192.84 | 19.85% | Add 293.35% | 119,539 | 89,149 | |
IVW | iShares S&P 500 Growth ETF | 2023-09-30 | Reduce | -5.62% | 68.05 ($70.77) 72.66 | $101.08 | 42.83% | Reduce -45.58% | 199,138 | -166,775 | |
IVV | iShares Core S&P 500 ETF | 2023-09-30 | Add | +5.50% | 427.76 ($447.3) 460.18 | $583.33 | 30.41% | Add 184.11% | 43,478 | 28,175 | |
VYM | Vanguard High Dividend Yield Indx ETF | 2023-09-30 | Reduce | -5.24% | 103.32 ($107.3) 110.34 | $126.11 | 17.53% | Reduce -91.72% | 9,315 | -103,202 | |
VIGI | Vanguard International Dividend Appreciation ETF | 2023-12-31 | New Buy | +4.80% | 68.61 ($73.71) 79.34 | $79.30 | 7.58% | New holding | 162,939 | 162,939 | |
XHLF | BondBloxx Bloomberg Six Month Target Duration US Treasury ETF | 2023-06-30 | New Buy | +4.52% | 49.9 ($50.04) 50.22 | $50.22 | 0.36% | New holding | 188,187 | 188,187 | |
AGG | iShares Core U.S. Aggregate Bond ETF | 2023-09-30 | Add | +4.20% | 93.85 ($96.31) 98.43 | $95.94 | -0.38% | Add 1154.05% | 106,657 | 98,152 | |
VEA | Vanguard FTSE Developed Markets ETF | 2023-09-30 | Reduce | -3.76% | 43.5 ($45.76) 47.63 | $47.53 | 3.87% | Reduce -48.27% | 182,107 | -169,925 | |
QQQM | Invesco NASDAQ 100 ETF | 2023-09-30 | Add | +3.69% | 145.69 ($152.56) 158.7 | $208.85 | 36.90% | Add 1063.91% | 60,151 | 54,983 |
EisnerAmper Wealth Management Corporate Benefits, LLC Total Holding History ($B)
EisnerAmper Wealth Management Corporate Benefits, LLC's Asset Allocation
EisnerAmper Wealth Management Corporate Benefits, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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EisnerAmper Wealth Management Corporate Benefits, LLC's Hypothetical Growth since 2023-12-31
EisnerAmper Wealth Management Corporate Benefits, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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EisnerAmper Wealth Management Corporate Benefits, LLC's Holdings Heat Map
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EisnerAmper Wealth Management Corporate Benefits, LLC's Holdings Bubble Chart
EisnerAmper Wealth Management Corporate Benefits, LLC News
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