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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
901
– –
-7,500
902
– –
-3,870
903
– –
-65
904
– –
-169
905
– –
-925
906
– –
-750
907
– –
-156
908
– –
-1,360
909
– –
-2,300
910
– –
-3,050
911
– –
-1,000
912
– –
-2,500
913
– –
-3,303
914
– –
-829
915
– –
-81
916
– –
-124
917
– –
-100
918
– –
-7,200
919
– –
-2,465
920
– –
-984
921
– –
-1,030
922
– –
-1,800
923
– –
-1,775
33 34 35 36
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