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
776
– –
-34
777
– –
-163
778
– –
-1,370
779
– –
-42
780
– –
-53
781
– –
-87,140
782
– –
-90
783
– –
-198
784
– –
-2,178
785
– –
-1,096
786
– –
-1,340
787
– –
-816
788
– –
-500
789
– –
-1,383
790
– –
-420
791
– –
-183
792
– –
-171
793
– –
-790
794
– –
-781
795
– –
-2,154
796
– –
-65
797
– –
-3,500
798
– –
-182
799
– –
-69
800
– –
-3,200
30 31
32
33 34