EisnerAmper Wealth Management Corporate Benefits

EisnerAmper Wealth Management Corporate Benefits as of March 31, 2017

Portfolio Holdings for EisnerAmper Wealth Management Corporate Benefits

EisnerAmper Wealth Management Corporate Benefits holds 30 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
iShares S&P 500 Growth Index (IVW) 15.4 $18M 135k 131.52
Vanguard Europe Pacific ETF (VEA) 11.4 $13M 334k 39.30
SPDR S&P Dividend (SDY) 8.7 $10M 113k 88.14
WisdomTree Emerging Mkts Small Cp Div (DGS) 7.4 $8.6M 191k 44.88
Vanguard High Dividend Yield ETF (VYM) 7.2 $8.3M 106k 77.65
WisdomTree SmallCap Dividend Fund (DES) 6.8 $7.9M 98k 80.62
SPDR Barclays Capital High Yield B 5.1 $5.9M 160k 36.93
wisdomtreetrusdivd.. (DGRW) 4.7 $5.4M 154k 35.48
Market Vectors Short Municipal Index ETF 4.2 $4.9M 280k 17.45
PowerShares Emerging Markets Sovere 3.4 $3.9M 135k 29.06
Vanguard Short-Term Bond ETF (BSV) 3.3 $3.8M 47k 79.71
WisdomTree MidCap Dividend Fund (DON) 3.1 $3.5M 36k 97.54
iShares Barclays TIPS Bond Fund (TIP) 2.5 $2.9M 25k 114.66
Vanguard Small-Cap Growth ETF (VBK) 1.9 $2.1M 15k 140.67
SPDR DJ Wilshire Small Cap Growth (SLYG) 1.8 $2.1M 9.9k 212.73
iShares Morningstar Small Value (ISCV) 1.8 $2.1M 14k 144.16
iShares Russell 1000 Growth Index (IWF) 1.8 $2.0M 18k 113.79
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 1.7 $1.9M 19k 101.67
iShares Russell Midcap Growth Idx. (IWP) 1.5 $1.8M 17k 103.75
PowerShares Dynamic Lg. Cap Value 1.5 $1.8M 50k 35.32
Rydex S&P MidCap 400 Pure Growth ETF 1.5 $1.7M 13k 135.60
iShares MSCI EAFE Index Fund (EFA) 0.9 $987k 16k 62.29
Vanguard Large-Cap ETF (VV) 0.5 $519k 4.8k 108.03
WisdomTree Emerging Markets Eq (DEM) 0.4 $453k 11k 40.82
iShares iBoxx $ High Yid Corp Bond (HYG) 0.3 $401k 4.6k 87.86
iShares Russell Midcap Value Index (IWS) 0.3 $386k 4.7k 82.99
iShares MSCI Emerging Markets Indx (EEM) 0.3 $327k 8.3k 39.38
Vanguard Small-Cap Value ETF (VBR) 0.3 $321k 2.6k 122.94
Market Vectors-Inter. Muni. Index 0.2 $279k 12k 23.42
WisdomTree Intl. SmallCap Div (DLS) 0.2 $273k 4.2k 65.47