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
HACK icon
326
Amplify Cybersecurity ETF
HACK
$2.36B
$350K 0.01%
4,360
CI icon
327
Cigna
CI
$75.7B
$348K 0.01%
1,266
-101
JMUB icon
328
JPMorgan Municipal ETF
JMUB
$7.57B
$343K 0.01%
+6,785
GIS icon
329
General Mills
GIS
$18B
$340K 0.01%
7,302
-36
DD icon
330
DuPont de Nemours
DD
$19.7B
$336K ﹤0.01%
8,348
-15,244
KKR icon
331
KKR & Co
KKR
$84.4B
$332K ﹤0.01%
2,602
VYM icon
332
Vanguard High Dividend Yield ETF
VYM
$78.2B
$319K ﹤0.01%
2,223
DGX icon
333
Quest Diagnostics
DGX
$21.6B
$310K ﹤0.01%
1,786
IWO icon
334
iShares Russell 2000 Growth ETF
IWO
$14.5B
$307K ﹤0.01%
951
-609
BSX icon
335
Boston Scientific
BSX
$85.9B
$306K ﹤0.01%
3,210
-3,074
AGZ icon
336
iShares Agency Bond ETF
AGZ
$550M
$305K ﹤0.01%
2,765
XBI icon
337
State Street SPDR S&P Biotech ETF
XBI
$8.29B
$304K ﹤0.01%
2,492
-3,200
SNPS icon
338
Synopsys
SNPS
$101B
$303K ﹤0.01%
646
-1,680
MUB icon
339
iShares National Muni Bond ETF
MUB
$43.7B
$303K ﹤0.01%
2,830
+767
LQD icon
340
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$296K ﹤0.01%
2,682
+56
ACHR icon
341
Archer Aviation
ACHR
$4.85B
$291K ﹤0.01%
38,750
JEPQ icon
342
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.4B
$291K ﹤0.01%
5,000
HIG icon
343
Hartford Financial Services
HIG
$37.3B
$290K ﹤0.01%
2,107
PWR icon
344
Quanta Services
PWR
$109B
$290K ﹤0.01%
687
COIN icon
345
Coinbase
COIN
$48.7B
$289K ﹤0.01%
1,277
-25
IDEV icon
346
iShares Core MSCI International Developed Markets ETF
IDEV
$30.1B
$288K ﹤0.01%
3,491
ZBH icon
347
Zimmer Biomet
ZBH
$16.5B
$285K ﹤0.01%
3,174
-168
VMC icon
348
Vulcan Materials
VMC
$33.8B
$285K ﹤0.01%
1,000
SPOT icon
349
Spotify
SPOT
$107B
$282K ﹤0.01%
486
FNDF icon
350
Schwab Fundamental International Large Company Index ETF
FNDF
$24B
$280K ﹤0.01%
6,186
12 13
14
15 16