Pricing

EISNERAMPER WEALTH MANAGEMENT CORPORATE BENEFITS, LLC

0 followers ยท
ISELIN NJ Investment Advisor
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

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)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

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

Portfolio Performance