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
$6.82B
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$15.1M
3
+$11M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$8.39M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.16M

Top Sells

1
+$30.7M
2
+$13.7M
3
+$12.7M
4
AAPL icon
Apple
AAPL
+$11.5M
5
EOG icon
EOG Resources
EOG
+$8.28M

Sector Composition

1 Technology 24.44%
2 Financials 20.95%
3 Consumer Discretionary 14.29%
4 Communication Services 8.05%
5 Healthcare 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
76
iShares Russell 2000 ETF
IWM
$73.4B
$9.62M 0.14%
39,079
+3,053
KO icon
77
Coca-Cola
KO
$341B
$9.43M 0.14%
134,856
-2,723
MDY icon
78
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.2B
$9.39M 0.14%
15,560
-124
XLK icon
79
State Street Technology Select Sector SPDR ETF
XLK
$86.9B
$9.16M 0.13%
63,628
-5,876
WMT icon
80
Walmart Inc
WMT
$1.02T
$8.84M 0.13%
79,320
-361
BRK.A icon
81
Berkshire Hathaway Class A
BRK.A
$1.04T
$8.3M 0.12%
11
-1
APH icon
82
Amphenol
APH
$159B
$8.29M 0.12%
61,317
-156
JBL icon
83
Jabil
JBL
$26.8B
$8.17M 0.12%
35,840
-200
LOW icon
84
Lowe's Companies
LOW
$145B
$7.78M 0.11%
32,250
-505
VWO icon
85
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$7.64M 0.11%
142,085
+11,696
TXN icon
86
Texas Instruments
TXN
$184B
$7.44M 0.11%
42,906
-3,938
XLV icon
87
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$7.23M 0.11%
46,725
-70
MPLX icon
88
MPLX
MPLX
$59.9B
$7.05M 0.1%
132,053
EPD icon
89
Enterprise Products Partners
EPD
$80.9B
$6.94M 0.1%
216,493
IVW icon
90
iShares S&P 500 Growth ETF
IVW
$63.6B
$6.73M 0.1%
54,595
-415
CHKP icon
91
Check Point Software Technologies
CHKP
$17.1B
$6.72M 0.1%
36,200
-68
CRM icon
92
Salesforce
CRM
$184B
$6.6M 0.1%
24,899
-497
VTI icon
93
Vanguard Total Stock Market ETF
VTI
$577B
$6.27M 0.09%
18,703
+459
AMAT icon
94
Applied Materials
AMAT
$279B
$6.16M 0.09%
23,961
-31
IBIT icon
95
iShares Bitcoin Trust
IBIT
$51.9B
$6.07M 0.09%
122,252
+92,411
VGK icon
96
Vanguard FTSE Europe ETF
VGK
$30.5B
$6.03M 0.09%
72,104
-8,643
PLTR icon
97
Palantir
PLTR
$352B
$5.93M 0.09%
33,351
VB icon
98
Vanguard Small-Cap ETF
VB
$73B
$5.86M 0.09%
22,723
-1,290
AMGN icon
99
Amgen
AMGN
$203B
$5.86M 0.09%
17,906
-56
ECL icon
100
Ecolab
ECL
$84.2B
$5.46M 0.08%
20,811
-368
2 3
4
5 6