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
726
– –
-50
727
– –
-2,000
728
– –
-1,075
729
– –
-600
730
– –
-200
731
– –
-300
732
– –
-2,201
733
– –
-300
734
– –
-1,109
735
– –
-214
736
– –
-74
737
– –
-553
738
– –
-302
739
– –
-474
740
– –
-200
741
– –
-950
742
– –
-374
743
– –
-390
744
– –
-1,371
745
– –
-500
746
– –
-1,901
747
– –
-530
748
– –
-1,900
749
– –
-38
750
– –
-2,300
28 29
30
31 32