EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
26
$40M 1.53%
385,205
-20,958
27
$39.4M 1.51%
614,452
+19,999
28
$38.7M 1.48%
301,742
-4,686
29
$38.7M 1.48%
745,560
-39,620
30
$35.8M 1.37%
55,158
-2,964
31
$33.3M 1.27%
501,191
-41,089
32
$32M 1.22%
724,346
-116,590
33
$30.2M 1.15%
543,041
+527,266
34
$26.9M 1.03%
248,126
-2,780
35
$26.2M 1%
166,988
-9,467
36
$26.1M 1%
+111,954
37
$24.6M 0.94%
370,896
-51,499
38
$23.7M 0.91%
125,888
-4,938
39
$23.3M 0.89%
360,216
+34,780
40
$23.2M 0.89%
1,193,146
-22,691
41
$21.6M 0.83%
+187,897
42
$19.2M 0.73%
73,100
+5,437
43
$18.4M 0.7%
161,334
-2,076
44
$17.1M 0.65%
245,980
+8,290
45
$16.2M 0.62%
346,426
-13,165
46
$15.7M 0.6%
210,039
-10,223
47
$15M 0.57%
114,825
-1,884
48
$15M 0.57%
125,013
-35,561
49
$14.6M 0.56%
341,106
-10,824
50
$13.5M 0.51%
79,945
+14,794
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