EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.82B
1-Year Est. Return
20.79%
This Fund
S&P 500
1 Year Est. Return
+20.79%
AUM
$6.82B
AUM Growth
+$9.37M
(+0.14%)
Holding
439
Top Buys
| 1 | +$53M | |
| 2 | +$15.1M | |
| 3 | +$11M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$8.39M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$8.16M |
Top Sells
| 1 | +$30.7M | |
| 2 | +$13.7M | |
| 3 | +$12.7M | |
| 4 |
Apple
AAPL
|
+$11.5M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Chevron
CVX
$374B
| $23.5M | 0.34% |
153,950
+8,962
|
|
||
52
AbbVie
ABBV
$414B
| $19.2M | 0.28% |
83,900
-1,470
|
|
||
53
iShares MSCI EAFE ETF
EFA
$73.9B
| $17.3M | 0.25% |
180,501
+6,294
|
|
||
54
Roper Technologies
ROP
$36.6B
| $17.3M | 0.25% |
38,871
-2,556
|
|
||
55
IBM
IBM
$229B
| $17.1M | 0.25% |
57,605
-1,186
|
|
||
56
Charles Schwab
SCHW
$169B
| $17M | 0.25% |
169,676
-52
|
|
||
57
Tesla
TSLA
$1.47T
| $16.4M | 0.24% |
36,436
+6,150
|
|
||
58
Automatic Data Processing
ADP
$87.1B
| $14.1M | 0.21% |
55,003
-75
|
|
||
59
Cisco
CSCO
$312B
| $14M | 0.21% |
182,310
+3,662
|
|
||
60
NextEra Energy
NEE
$193B
| $13.9M | 0.2% |
172,668
+5,049
|
|
||
61
Vanguard FTSE Developed Markets ETF
VEA
$208B
| $13.7M | 0.2% |
218,960
+8,875
|
|
||
62
PepsiCo
PEP
$225B
| $13.2M | 0.19% |
92,303
-4,837
|
|
||
63
Abbott
ABT
$198B
| $12.3M | 0.18% |
97,909
-5,307
|
|
||
64
Visa
V
$617B
| $12.3M | 0.18% |
34,956
-419
|
|
||
65
Oracle
ORCL
$428B
| $12M | 0.18% |
61,329
-289
|
|
||
66
RTX Corp
RTX
$277B
| $11.8M | 0.17% |
64,302
-3,576
|
|
||
67
McDonald's
MCD
$237B
| $11.6M | 0.17% |
38,009
-2,715
|
|
||
68
McKesson
MCK
$122B
| $11.6M | 0.17% |
14,137
-62
|
|
||
69
Broadcom
AVGO
$1.49T
| $11.3M | 0.16% |
32,508
-437
|
|
||
70
Stryker
SYK
$147B
| $10.6M | 0.16% |
30,129
-2,000
|
|
||
71
iShares Core S&P Mid-Cap ETF
IJH
$111B
| $10.1M | 0.15% |
152,310
-6,504
|
|
||
72
Invesco S&P 500 Equal Weight ETF
RSP
$89.2B
| $9.87M | 0.14% |
51,505
-4,285
|
|
||
73
Merck
MRK
$296B
| $9.8M | 0.14% |
93,100
-1,445
|
|
||
74
Exxon Mobil
XOM
$633B
| $9.79M | 0.14% |
81,349
-2,299
|
|
||
75
Procter & Gamble
PG
$371B
| $9.63M | 0.14% |
67,199
-1,823
|
|