EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.36B
AUM Growth
-$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$75.7M
2
+$16.9M
3
+$15.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
PGR icon
Progressive
PGR
+$8.28M

Top Sells

1
+$56.4M
2
+$26.6M
3
+$20.6M
4
AAPL icon
Apple
AAPL
+$18.8M
5
JPM icon
JPMorgan Chase
JPM
+$16.6M

Sector Composition

1 Technology 21.23%
2 Financials 19.58%
3 Consumer Discretionary 14.7%
4 Communication Services 8.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WBS icon
301
Webster Financial
WBS
$11.6B
$432K 0.01%
6,222
-2
COF icon
302
Capital One
COF
$117B
$431K 0.01%
2,362
-4
APD icon
303
Air Products & Chemicals
APD
$64.5B
$431K 0.01%
1,482
VRSK icon
304
Verisk Analytics
VRSK
$22.4B
$429K 0.01%
2,260
IMXI icon
305
International Money Express
IMXI
$458M
$419K 0.01%
26,508
AEE icon
306
Ameren
AEE
$30.8B
$403K 0.01%
3,670
RSG icon
307
Republic Services
RSG
$64.3B
$402K 0.01%
1,836
-10
ALL icon
308
Allstate
ALL
$55.8B
$397K 0.01%
1,915
VBR icon
309
Vanguard Small-Cap Value ETF
VBR
$35B
$397K 0.01%
1,827
DFAC icon
310
Dimensional US Core Equity 2 ETF
DFAC
$45.9B
$396K 0.01%
10,182
MKL icon
311
Markel Group
MKL
$23.2B
$389K 0.01%
203
BIIB icon
312
Biogen
BIIB
$28.6B
$387K 0.01%
2,112
-30
EXPE icon
313
Expedia Group
EXPE
$25.8B
$382K 0.01%
1,655
VXF icon
314
Vanguard Extended Market ETF
VXF
$29B
$361K 0.01%
1,755
RJF icon
315
Raymond James Financial
RJF
$29.5B
$352K 0.01%
2,428
DGX icon
316
Quest Diagnostics
DGX
$21.6B
$350K 0.01%
1,786
CI icon
317
Cigna
CI
$75.7B
$347K 0.01%
1,301
+35
SXT icon
318
Sensient Technologies
SXT
$4.87B
$346K 0.01%
4,000
SIVR icon
319
abrdn Physical Silver Shares ETF
SIVR
$5.25B
$344K 0.01%
4,800
-2,200
SOC icon
320
Sable Offshore Corp
SOC
$2.28B
$343K 0.01%
20,750
+5,000
JMUB icon
321
JPMorgan Municipal ETF
JMUB
$7.57B
$339K 0.01%
6,785
APO icon
322
Apollo Global Management
APO
$74.1B
$332K 0.01%
2,981
GBTC icon
323
Grayscale Bitcoin Trust
GBTC
$11.4B
$330K 0.01%
6,250
VYM icon
324
Vanguard High Dividend Yield ETF
VYM
$78.2B
$329K 0.01%
2,223
ETR icon
325
Entergy
ETR
$51.5B
$329K 0.01%
2,924
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