EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
501
– –
-125
502
– –
-1,552
503
– –
-20
504
– –
-458
505
– –
-644
506
– –
-75
507
– –
-2,000
508
– –
-275
509
– –
-294
510
– –
-5,371
511
– –
-3,936
512
– –
-1,994
513
– –
-3,000
514
– –
-575
515
– –
-141
516
– –
-1,750
517
– –
-515
518
– –
-5,185
519
– –
-817
520
– –
-8,978
521
– –
-3,720
522
– –
-3,290
523
– –
-2,425
524
– –
-1,650
525
– –
0
19 20
21
22 23