EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
-$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
923
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$26.1M
3
+$21.6M
4
IAU icon
iShares Gold Trust
IAU
+$6.96M
5
GLD icon
SPDR Gold Trust
GLD
+$2.57M

Top Sells

1
+$37.1M
2
+$6.73M
3
+$6.4M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$5.16M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.27M

Sector Composition

1 Technology 18.68%
2 Financials 16.31%
3 Consumer Discretionary 15.73%
4 Healthcare 11.1%
5 Real Estate 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-251,528
352
– –
-1,400
353
– –
-80
354
– –
-137
355
– –
-12,437
356
– –
-810
357
– –
-3,000
358
– –
-3,250
359
– –
-250
360
– –
-500
361
– –
-396
362
– –
-250
363
– –
-2,393
364
– –
-105
365
– –
-200
366
– –
-1,192
367
– –
-591
368
– –
-3,000
369
– –
-1,000
370
– –
-1,480
371
– –
-500
372
– –
-420
373
– –
-500
374
– –
-3,000
375
– –
-1,625
13 14
15
16 17