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EISNERAMPER WEALTH MANAGEMENT CORPORATE BENEFITS, LLC
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ISELIN NJ
Investment Advisor
Eisneramper Wealth Management Corporate Benefits is based out of Iselin. Eisneramper Wealth Management Corporate Benefits is a large advisory firm with 694 clients and discretionary assets under management (AUM) of $1,326,263,936 (Form ADV from 2023-04-20). Their last reported 13F filing for Q4 2023 included $273,719,000 in managed 13F securities
and a top 10 holdings concentration of 56.89%. Eisneramper Wealth Management Corporate Benefits's largest holding is iShares Core U.S. Aggregate Bond ETF-iShares Core U.S. Aggregate Bond ETF with shares held of 468,671. Whalewisdom has at least 39 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
AGG iShares Core U.S. Ag | 12.52% |
VIG Vanguard Dividend Ap | 5.33% |
VIGI VANGUARD INTERNATION | 4.72% |
EJAN Innovator Emerging M | 1.71% |
AVUV Avantis U.S. Small C | 1.03% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
IVV iShares Core S&P 500 | 3.34% |
XHLF BondBloxx Bloomberg | 2.66% |
JEPI JPMorgan Equity Prem | 2.54% |
FLJH Franklin FTSE Japan | 1.96% |
USFR WisdomTree Floating | 1.58% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AGG iShares Core U.S. Ag | 16.99% |
VIG Vanguard Dividend Ap | 7.44% |
IVV iShares Core S&P 500 | 4.99% |
IVW iShares S&P 500 Grow | 4.8% |
VIGI VANGUARD INTERNATION | 4.72% |
2023-12-31
13F Activity
Market Value | $274m, Prior: $224m |
New Purchases | 15 stocks |
Added To | 7 stocks |
Sold out of | 5 stocks |
Reduced holdings in | 44 stocks |
Top 10 Holdings % | 56.89% |
Turnover %[1] | 29.85% |
Turnover Alt %[2] | 18.08% |
Time Held Top 20 | 12.9 quarters |
Time Held Top 10 | 13 quarters |
Time Held All | 15.1 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31