- New Purchases: DGRW, SLYG, IEF,
- Added Positions: DES, DGS, VBR, QQQ, SMB, PCY, BSV, JKL,
- Reduced Positions: TIP, IVW, EWJ, IWP,
- Sold Out: DGRO, VWO, ITM,
For the details of EisnerAmper Wealth Management Corporate Benefits, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=EisnerAmper+Wealth+Management+Corporate+Benefits%2C+LLC
These are the top 5 holdings of EisnerAmper Wealth Management Corporate Benefits, LLC- iShares S&P 500 Growth (IVW) - 118,544 shares, 15.84% of the total portfolio. Shares reduced by 2.09%
- Vanguard FTSE Developed Markets (VEA) - 294,871 shares, 11.24% of the total portfolio. Shares reduced by 0.78%
- WisdomTree Emerging Market SmallCap Fund (DGS) - 197,455 shares, 9.19% of the total portfolio. Shares added by 2.01%
- SPDR S&P Dividend (SDY) - 98,828 shares, 7.76% of the total portfolio. Shares reduced by 0.13%
- WisdomTree U.S. SmallCap Dividend Fund (DES) - 313,153 shares, 7.39% of the total portfolio. Shares added by 3.40%
EisnerAmper Wealth Management Corporate Benefits, initiated holding in WisdomTree U.S. Quality Dividend Growth Fund. The purchase prices were between $39.4 and $44.5, with an estimated average price of $42.03. The stock is now traded at around $39.41. The impact to a portfolio due to this purchase was 5.82%. The holding were 167,383 shares as of 2018-03-31.
New Purchase: SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm (SLYG)EisnerAmper Wealth Management Corporate Benefits, initiated holding in SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm. The purchase prices were between $219.49 and $241.32, with an estimated average price of $232.91. The stock is now traded at around $228.68. The impact to a portfolio due to this purchase was 1.78%. The holding were 8,873 shares as of 2018-03-31.
New Purchase: iShares 7-10 Year Treasury Bond ETF (IEF)EisnerAmper Wealth Management Corporate Benefits, initiated holding in iShares 7-10 Year Treasury Bond ETF. The purchase prices were between $101.6 and $105.33, with an estimated average price of $102.99. The stock is now traded at around $103.07. The impact to a portfolio due to this purchase was 0.2%. The holding were 2,293 shares as of 2018-03-31.
Added: Vanguard Small-Cap Value (VBR)EisnerAmper Wealth Management Corporate Benefits, added to a holding in Vanguard Small-Cap Value by 50.81%. The purchase prices were between $125.45 and $138.26, with an estimated average price of $132.56. The stock is now traded at around $126.98. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,580 shares as of 2018-03-31.
Added: PowerShares QQQ Trust Series 1 (QQQ)EisnerAmper Wealth Management Corporate Benefits, added to a holding in PowerShares QQQ Trust Series 1 by 71.10%. The purchase prices were between $153.45 and $174.08, with an estimated average price of $165.12. The stock is now traded at around $156.20. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,457 shares as of 2018-03-31.
Sold Out: iShares Core Dividend Growth (DGRO)EisnerAmper Wealth Management Corporate Benefits, sold out a holding in iShares Core Dividend Growth. The sale prices were between $33.08 and $37.2, with an estimated average price of $35.28.
Sold Out: Vanguard FTSE Emerging Markets (VWO)EisnerAmper Wealth Management Corporate Benefits, sold out a holding in Vanguard FTSE Emerging Markets. The sale prices were between $44.96 and $50.98, with an estimated average price of $47.95.
Sold Out: VanEck Vectors AMT-Free Intermediate Municipal Ind (ITM)EisnerAmper Wealth Management Corporate Benefits, sold out a holding in VanEck Vectors AMT-Free Intermediate Municipal Ind. The sale prices were between $23.32 and $24.12, with an estimated average price of $23.6.
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