EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.81B
1-Year Est. Return
20.01%
1 Year Est. Return
+20.01%
AUM
$6.81B
AUM Growth
+$383M
(+6%)
Holding
427
Top Buys
| 1 | +$54.1M | |
| 2 | +$14.8M | |
| 3 | +$13.9M | |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
+$13.8M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$11M |
Top Sells
| 1 | +$75.6M | |
| 2 | +$56.7M | |
| 3 | +$52.6M | |
| 4 |
NVIDIA
NVDA
|
+$13.9M |
| 5 |
FISV
Fiserv Inc
FISV
|
+$11.7M |
Sector Composition
| 1 | Technology | 26.05% |
| 2 | Financials | 21.13% |
| 3 | Consumer Discretionary | 14.37% |
| 4 | Communication Services | 6.49% |
| 5 | Industrials | 5.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
NVR
NVR
$21B
| – | – |
-29
|
|
||
427
Oneok
OKE
$47.2B
| – | – |
-2,739
|
|