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
51
$12.2M 0.47%
111,374
-2,119
52
$12.1M 0.46%
231,705
-4,170
53
$11.4M 0.44%
43,107
-161
54
$11.2M 0.43%
213,582
-7,395
55
$11.1M 0.42%
101,622
-4,288
56
$10.8M 0.41%
56,313
-3,661
57
$10.6M 0.4%
414,622
+273,557
58
$9.3M 0.36%
68,347
-902
59
$9.23M 0.35%
97,481
-2,291
60
$8.99M 0.34%
61,225
+41
61
$8.35M 0.32%
62,116
-1,746
62
$8.04M 0.31%
57,096
-5,415
63
$7.8M 0.3%
77,711
-11,302
64
$7.77M 0.3%
74,220
-3,274
65
$7.31M 0.28%
21,405
+830
66
$7.29M 0.28%
64,207
-2,966
67
$7.13M 0.27%
112,765
-4,095
68
$7.12M 0.27%
137,078
-7,118
69
$7.11M 0.27%
118,693
-2,176
70
$7.1M 0.27%
91,546
-1,309
71
$6.92M 0.26%
87,441
-20,519
72
$6.8M 0.26%
54,055
+20,426
73
$6.52M 0.25%
193,719
-13,654
74
$6.48M 0.25%
123,564
-7,229
75
$6.27M 0.24%
136,960
-3,975
1 2
3
4 5