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
751
– –
-310
752
– –
-307
753
– –
-1,278
754
– –
-6,536
755
– –
-686
756
– –
-1,954
757
– –
-81
758
– –
-400
759
– –
-1,000
760
– –
-221
761
– –
-3,136
762
– –
-638
763
– –
-450
764
– –
-2,080
765
– –
-101
766
– –
-5,200
767
– –
-4,793
768
– –
-200
769
– –
-2,805
770
– –
-200
771
– –
-675
772
– –
-367
773
– –
-173
774
– –
-335
775
– –
-1,596
29 30
31
32 33