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
QQQ icon
101
Invesco QQQ Trust
QQQ
$394B
$5.39M 0.08%
8,769
-1,390
ITW icon
102
Illinois Tool Works
ITW
$82.4B
$5.28M 0.08%
21,447
-11
IWB icon
103
iShares Russell 1000 ETF
IWB
$45.8B
$5.27M 0.08%
14,110
-1,570
AXP icon
104
American Express
AXP
$211B
$5.14M 0.08%
13,881
-260
CAT icon
105
Caterpillar
CAT
$336B
$5.13M 0.08%
8,956
-777
DHR icon
106
Danaher
DHR
$144B
$5.06M 0.07%
22,087
+18
NET icon
107
Cloudflare
NET
$63B
$5.04M 0.07%
25,580
VUG icon
108
Vanguard Growth ETF
VUG
$194B
$4.98M 0.07%
10,202
-10
UNP icon
109
Union Pacific
UNP
$158B
$4.58M 0.07%
19,803
-799
GS icon
110
Goldman Sachs
GS
$259B
$4.57M 0.07%
5,197
-29
VV icon
111
Vanguard Large-Cap ETF
VV
$47B
$4.44M 0.07%
14,100
-62
DIS icon
112
Walt Disney
DIS
$183B
$4.27M 0.06%
37,560
-725
PM icon
113
Philip Morris
PM
$277B
$4.16M 0.06%
25,927
+75
META icon
114
Meta Platforms (Facebook)
META
$1.66T
$4.16M 0.06%
6,299
AGG icon
115
iShares Core US Aggregate Bond ETF
AGG
$140B
$4.09M 0.06%
40,936
+1,202
EMR icon
116
Emerson Electric
EMR
$82.4B
$4.07M 0.06%
30,701
-204
IJR icon
117
iShares Core S&P Small-Cap ETF
IJR
$95.3B
$4.03M 0.06%
33,492
-3,173
XLF icon
118
State Street Financial Select Sector SPDR ETF
XLF
$50.2B
$4.01M 0.06%
73,196
+1,075
SPTM icon
119
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.9B
$3.97M 0.06%
48,082
+33,954
VO icon
120
Vanguard Mid-Cap ETF
VO
$95B
$3.94M 0.06%
13,564
ORLY icon
121
O'Reilly Automotive
ORLY
$79B
$3.75M 0.06%
41,120
-1,000
WFC icon
122
Wells Fargo
WFC
$255B
$3.59M 0.05%
38,475
IVE icon
123
iShares S&P 500 Value ETF
IVE
$50.1B
$3.53M 0.05%
16,662
-3
NFLX icon
124
Netflix
NFLX
$413B
$3.43M 0.05%
36,561
-7,509
HON icon
125
Honeywell
HON
$155B
$3.38M 0.05%
17,333
-60
3 4
5
6 7