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
EW icon
376
Edwards Lifesciences
EW
$49.4B
$227K ﹤0.01%
2,658
XOP icon
377
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.46B
$226K ﹤0.01%
1,786
-1,615
GGG icon
378
Graco
GGG
$12.6B
$224K ﹤0.01%
2,736
-8
CSL icon
379
Carlisle Companies
CSL
$13.5B
$224K ﹤0.01%
700
XYL icon
380
Xylem
XYL
$26.2B
$223K ﹤0.01%
1,639
SCHM icon
381
Schwab US Mid-Cap ETF
SCHM
$14.6B
$220K ﹤0.01%
7,317
-18
WSM icon
382
Williams-Sonoma
WSM
$22.7B
$220K ﹤0.01%
1,230
ROIV icon
383
Roivant Sciences
ROIV
$21.5B
$217K ﹤0.01%
10,000
T icon
384
AT&T
T
$176B
$216K ﹤0.01%
+8,710
EQR icon
385
Equity Residential
EQR
$24.8B
$216K ﹤0.01%
3,421
+15
IEI icon
386
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$210K ﹤0.01%
1,760
EPI icon
387
WisdomTree India Earnings Fund ETF
EPI
$2.16B
$207K ﹤0.01%
+4,475
CHRW icon
388
C.H. Robinson
CHRW
$20.5B
$206K ﹤0.01%
+1,280
ACU icon
389
Acme United Corp
ACU
$161M
$206K ﹤0.01%
5,100
A icon
390
Agilent Technologies
A
$32.5B
$205K ﹤0.01%
1,508
-255
FSLR icon
391
First Solar
FSLR
$27.7B
$205K ﹤0.01%
+783
KR icon
392
Kroger
KR
$41.5B
$203K ﹤0.01%
3,257
ELV icon
393
Elevance Health
ELV
$85.7B
$203K ﹤0.01%
+579
ICF icon
394
iShares Select U.S. REIT ETF
ICF
$2.09B
$203K ﹤0.01%
3,401
MET icon
395
MetLife
MET
$54.1B
$203K ﹤0.01%
2,570
SCHA icon
396
Schwab U.S Small- Cap ETF
SCHA
$22.4B
$201K ﹤0.01%
7,046
-148
HYAC
397
DELISTED
Haymaker Acquisition Corp 4
HYAC
$191K ﹤0.01%
16,763
ALISU
398
Calisa Acquisition Corp Units
ALISU
$173K ﹤0.01%
+16,590
ALF
399
Centurion Acquisition Corp
ALF
$391M
$164K ﹤0.01%
+15,400
CUB
400
Lionheart Holdings
CUB
$161K ﹤0.01%
+15,100
14 15
16
17 18