EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
76
$6.25M 0.24%
116,600
-4,400
77
$6.25M 0.24%
39,878
-295
78
$5.92M 0.23%
50,622
-317,284
79
$5.6M 0.21%
53,223
-1,916
80
$5.6M 0.21%
34,775
-175
81
$5.43M 0.21%
107,574
-1,400
82
$5.37M 0.21%
36,550
+271
83
$5.21M 0.2%
52,424
-757
84
$5.19M 0.2%
65,412
-3,475
85
$4.67M 0.18%
190,740
-16,785
86
$4.65M 0.18%
46,766
-1,375
87
$4.42M 0.17%
50,333
-285
88
$4.32M 0.17%
66,883
-7,164
89
$4.19M 0.16%
26,820
-624
90
$4.08M 0.16%
31,744
-2,079
91
$4.05M 0.15%
93,341
-883
92
$4.03M 0.15%
80,102
-2,560
93
$3.94M 0.15%
146,306
-5,350
94
$3.89M 0.15%
54,280
-1,491
95
$3.88M 0.15%
62,247
-1,465
96
$3.7M 0.14%
25,214
-1,393
97
$3.59M 0.14%
12
98
$3.52M 0.13%
51,540
-275
99
$3.42M 0.13%
24,704
-195
100
$3.14M 0.12%
20,340
-60
2 3
4
5 6