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
GTLS icon
351
Chart Industries
GTLS
$9.95B
$275K ﹤0.01%
1,335
-264
FXF icon
352
Invesco CurrencyShares Swiss Franc Trust
FXF
$489M
$273K ﹤0.01%
2,450
+395
ETR icon
353
Entergy
ETR
$51.5B
$270K ﹤0.01%
2,924
USMV icon
354
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$270K ﹤0.01%
2,864
HALO icon
355
Halozyme
HALO
$8.1B
$269K ﹤0.01%
4,000
BAM icon
356
Brookfield Asset Management
BAM
$76.5B
$269K ﹤0.01%
5,136
-810
PNR icon
357
Pentair
PNR
$12.1B
$269K ﹤0.01%
2,579
FXI icon
358
iShares China Large-Cap ETF
FXI
$5.84B
$268K ﹤0.01%
7,000
KNCT icon
359
Invesco Next Gen Connectivity ETF
KNCT
$154M
$268K ﹤0.01%
2,000
SPYD icon
360
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.44B
$258K ﹤0.01%
5,969
HOLX
361
DELISTED
Hologic
HOLX
$258K ﹤0.01%
3,465
CRWV
362
CoreWeave Inc
CRWV
$57.6B
$258K ﹤0.01%
3,600
HSIC icon
363
Henry Schein
HSIC
$8.45B
$257K ﹤0.01%
3,399
VONG icon
364
Vanguard Russell 1000 Growth ETF
VONG
$44.4B
$256K ﹤0.01%
2,101
RIOT icon
365
Riot Platforms
RIOT
$9.26B
$253K ﹤0.01%
20,000
VTIP icon
366
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.9B
$251K ﹤0.01%
5,071
+241
NUE icon
367
Nucor
NUE
$52.8B
$242K ﹤0.01%
1,486
COLB icon
368
Columbia Banking Systems
COLB
$8.61B
$242K ﹤0.01%
8,647
BIP icon
369
Brookfield Infrastructure Partners
BIP
$18.2B
$240K ﹤0.01%
6,896
KVUE icon
370
Kenvue
KVUE
$33.7B
$239K ﹤0.01%
13,846
-4,658
ALNY icon
371
Alnylam Pharmaceuticals
ALNY
$39.7B
$239K ﹤0.01%
600
JOBY icon
372
Joby Aviation
JOBY
$10.7B
$238K ﹤0.01%
+17,994
SCHX icon
373
Schwab US Large- Cap ETF
SCHX
$71.3B
$229K ﹤0.01%
8,523
EWJ icon
374
iShares MSCI Japan ETF
EWJ
$21.2B
$228K ﹤0.01%
2,830
VHT icon
375
Vanguard Health Care ETF
VHT
$16.5B
$227K ﹤0.01%
788
13 14
15
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