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
$6.36B
AUM Growth
-$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$75.7M
2
+$16.9M
3
+$15.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
PGR icon
Progressive
PGR
+$8.28M

Top Sells

1
+$56.4M
2
+$26.6M
3
+$20.6M
4
AAPL icon
Apple
AAPL
+$18.8M
5
JPM icon
JPMorgan Chase
JPM
+$16.6M

Sector Composition

1 Technology 21.23%
2 Financials 19.58%
3 Consumer Discretionary 14.7%
4 Communication Services 8.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMP icon
376
Ameriprise Financial
AMP
$40.7B
$224K ﹤0.01%
503
-334
FDX icon
377
FedEx
FDX
$94.1B
$219K ﹤0.01%
+616
SCHX icon
378
Schwab US Large- Cap ETF
SCHX
$71.3B
$219K ﹤0.01%
8,523
VONG icon
379
Vanguard Russell 1000 Growth ETF
VONG
$44.4B
$218K ﹤0.01%
1,986
-115
VHT icon
380
Vanguard Health Care ETF
VHT
$16.5B
$215K ﹤0.01%
788
EMN icon
381
Eastman Chemical
EMN
$8.48B
$214K ﹤0.01%
+2,805
EW icon
382
Edwards Lifesciences
EW
$49.4B
$213K ﹤0.01%
2,658
CHRW icon
383
C.H. Robinson
CHRW
$20.5B
$213K ﹤0.01%
1,280
SHOP icon
384
Shopify
SHOP
$134B
$212K ﹤0.01%
1,790
-2,000
GIS icon
385
General Mills
GIS
$18B
$211K ﹤0.01%
5,669
-1,633
HODL icon
386
VanEck Bitcoin Trust
HODL
$1.27B
$211K ﹤0.01%
+11,000
ICF icon
387
iShares Select U.S. REIT ETF
ICF
$2.09B
$210K ﹤0.01%
3,401
CE icon
388
Celanese
CE
$5.75B
$210K ﹤0.01%
+3,195
ETH
389
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.88B
$210K ﹤0.01%
+10,550
IEI icon
390
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$209K ﹤0.01%
1,760
HUBB icon
391
Hubbell
HUBB
$25.1B
$209K ﹤0.01%
+425
OKE icon
392
Oneok
OKE
$59.2B
$207K ﹤0.01%
+2,292
SCHA icon
393
Schwab U.S Small- Cap ETF
SCHA
$22.4B
$205K ﹤0.01%
7,046
ACHR icon
394
Archer Aviation
ACHR
$4.85B
$200K ﹤0.01%
38,750
KCAC.U
395
Kensington Capital Acquisition Corp VI Units
KCAC.U
$167K ﹤0.01%
+16,590
ALF
396
Centurion Acquisition Corp
ALF
$391M
$166K ﹤0.01%
15,400
ALIS
397
Calisa Acquisition Corp
ALIS
$84.8M
$166K ﹤0.01%
+16,590
CUB
398
Lionheart Holdings
CUB
$162K ﹤0.01%
15,100
FIGX
399
FIGX Capital Acquisition Corp
FIGX
$161K ﹤0.01%
15,940
MBVI
400
M3-Brigade Acquisition VI Corp
MBVI
$437M
$161K ﹤0.01%
15,999
14 15
16
17 18