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
851
– –
-2,444
852
– –
-6,776
853
– –
-900
854
– –
-350
855
– –
-374
856
– –
-390
857
– –
-1,371
858
– –
-2,600
859
– –
-566
860
– –
-600
861
– –
-1,044
862
– –
-595
863
– –
-1,406
864
– –
-895
865
– –
-1,123
866
– –
-2,808
867
– –
-1,131
868
– –
-5,604
869
– –
-310
870
– –
-307
871
– –
-1,278
872
– –
-6,536
873
– –
-686
874
– –
-1,954
875
– –
-81
33 34
35
36 37