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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
$6.82B
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$15.1M
3
+$11M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$8.39M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.16M

Top Sells

1
+$30.7M
2
+$13.7M
3
+$12.7M
4
AAPL icon
Apple
AAPL
+$11.5M
5
EOG icon
EOG Resources
EOG
+$8.28M

Sector Composition

1 Technology 24.44%
2 Financials 20.95%
3 Consumer Discretionary 14.29%
4 Communication Services 8.05%
5 Healthcare 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BBY icon
301
Best Buy
BBY
$15.8B
$450K 0.01%
6,719
-75
GDX icon
302
VanEck Gold Miners ETF
GDX
$23.6B
$449K 0.01%
5,232
+223
SLB icon
303
SLB Ltd
SLB
$83.5B
$444K 0.01%
11,558
MKL icon
304
Markel Group
MKL
$22.7B
$436K 0.01%
203
APO icon
305
Apollo Global Management
APO
$76.5B
$432K 0.01%
2,981
IFF icon
306
International Flavors & Fragrances
IFF
$19.3B
$431K 0.01%
6,390
GBTC icon
307
Grayscale Bitcoin Trust
GBTC
$9.34B
$427K 0.01%
6,250
WTM icon
308
White Mountains Insurance
WTM
$4.97B
$416K 0.01%
200
AMP icon
309
Ameriprise Financial
AMP
$40.4B
$410K 0.01%
837
-158
TECH icon
310
Bio-Techne
TECH
$8.52B
$408K 0.01%
6,935
IMXI icon
311
International Money Express
IMXI
$452M
$407K 0.01%
26,508
-6,650
DFAC icon
312
Dimensional US Core Equity 2 ETF
DFAC
$46.2B
$403K 0.01%
10,182
ALL icon
313
Allstate
ALL
$55.9B
$399K 0.01%
1,915
-3,275
JCI icon
314
Johnson Controls International
JCI
$90.1B
$396K 0.01%
3,304
-9,973
WBS icon
315
Webster Financial
WBS
$11.8B
$392K 0.01%
6,224
+680
RSG icon
316
Republic Services
RSG
$64.7B
$391K 0.01%
1,846
RJF icon
317
Raymond James Financial
RJF
$29.5B
$390K 0.01%
2,428
VBR icon
318
Vanguard Small-Cap Value ETF
VBR
$36B
$387K 0.01%
1,827
+115
SSNC icon
319
SS&C Technologies
SSNC
$16.5B
$386K 0.01%
4,410
BIIB icon
320
Biogen
BIIB
$29.4B
$377K 0.01%
2,142
SXT icon
321
Sensient Technologies
SXT
$5.09B
$376K 0.01%
4,000
CEG icon
322
Constellation Energy
CEG
$89.9B
$375K 0.01%
1,061
VXF icon
323
Vanguard Extended Market ETF
VXF
$29.8B
$367K 0.01%
1,755
AEE icon
324
Ameren
AEE
$29.9B
$366K 0.01%
3,670
APD icon
325
Air Products & Chemicals
APD
$63B
$366K 0.01%
1,482
-30
11 12
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