EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$29.4M
2
+$25.1M
3
+$24.4M
4
IAU icon
iShares Gold Trust
IAU
+$6.98M
5
GLD icon
SPDR Gold Trust
GLD
+$2.58M

Top Sells

1
+$38.3M
2
+$6.57M
3
+$6.32M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$5.37M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.43M

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
776
– –
-2,400
777
– –
-556
778
– –
-84
779
– –
-350
780
– –
-800
781
– –
-776
782
– –
-300
783
– –
-2,500
784
– –
-3,214
785
– –
-171
786
– –
-165
787
– –
-100
788
– –
-221
789
– –
-1,555
790
– –
-439
791
– –
-1,200
792
– –
-600
793
– –
-1,020
794
– –
-5,694
795
– –
-2,300
796
– –
-500
797
– –
-396
798
– –
-91
799
– –
-3,645
800
– –
-2,154
30 31
32
33 34