EisnerAmper Wealth Management Corporate Benefits, LLC
EisnerAmper Wealth Management Corporate Benefits, LLC latest Q1_2021 13F filings reported $185,310,000 in market value on this 2021-04-01 report date . The portfolio quarterly return is 6.12%. This fund has 47 securities concentrations of 100% weights.
EisnerAmper Wealth Management Corporate Benefits, LLC largest holding is ISHARES TRUST S & P500/BAR with weight of 13.51% and $25,029,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
| FILE DATE | REPORT PERIOD | QTR YEAR | FILE TYPE | NOS. OF STOCKS | REPORTED VALUE | RETURN |
|---|---|---|---|---|---|---|
| 2021-04-01 | 2021-03-31 | Q1_2021 | 13F-HR | 47 | $185,310,000 | 6.12% |
| 2021-01-04 | 2020-12-31 | Q4_2020 | 13F-HR | 47 | $174,630,000 | 14.76% |
| 2020-10-01 | 2020-09-30 | Q3_2020 | 13F-HR | 44 | $152,168,000 | 4.06% |
| 2020-07-01 | 2020-06-30 | Q2_2020 | 13F-HR | 44 | $146,238,000 | -0.75% |