EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$13.6M
3
+$9.73M
4
GILD icon
Gilead Sciences
GILD
+$9.19M
5
CBRE icon
CBRE Group
CBRE
+$7.48M

Top Sells

1
+$25.1M
2
+$13.5M
3
+$8.24M
4
AAPL icon
Apple
AAPL
+$5.32M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$4.98M

Sector Composition

1 Technology 16.99%
2 Healthcare 12.41%
3 Financials 11.93%
4 Consumer Discretionary 10.41%
5 Energy 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$357K 0.02%
36,627
+7,389
302
$354K 0.02%
4,800
303
$352K 0.02%
8,554
+4,454
304
$339K 0.02%
10,263
+1,000
305
$335K 0.02%
9,500
-800
306
$331K 0.02%
2,837
307
$330K 0.02%
13,250
308
$328K 0.02%
4,351
-300
309
$328K 0.02%
9,552
+6,287
310
$328K 0.02%
3,208
-1,548
311
$327K 0.02%
1,988
-1,452
312
$326K 0.02%
2,962
313
$323K 0.02%
1,743
314
$322K 0.02%
13,011
+741
315
$321K 0.02%
6,521
316
$321K 0.02%
2,825
-50
317
$320K 0.02%
3,395
+50
318
$315K 0.02%
10,463
319
$314K 0.02%
2,605
-1,290
320
$306K 0.02%
2,200
-1,750
321
$303K 0.02%
6,000
322
$300K 0.02%
3,465
-425
323
$300K 0.02%
500
324
$299K 0.02%
5,078
+375
325
$297K 0.02%
1,173
+253
11 12
13
14 15