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
$6.36B
AUM Growth
-$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$75.7M
2
+$16.9M
3
+$15.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
PGR icon
Progressive
PGR
+$8.28M

Top Sells

1
+$56.4M
2
+$26.6M
3
+$20.6M
4
AAPL icon
Apple
AAPL
+$18.8M
5
JPM icon
JPMorgan Chase
JPM
+$16.6M

Sector Composition

1 Technology 21.23%
2 Financials 19.58%
3 Consumer Discretionary 14.7%
4 Communication Services 8.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NET icon
101
Cloudflare
NET
$76.4B
$5.28M 0.08%
25,580
CHKP icon
102
Check Point Software Technologies
CHKP
$13.9B
$5.17M 0.08%
36,175
-25
UNP icon
103
Union Pacific
UNP
$158B
$4.77M 0.08%
19,664
-139
CRM icon
104
Salesforce
CRM
$147B
$4.61M 0.07%
24,703
-196
PLTR icon
105
Palantir
PLTR
$328B
$4.54M 0.07%
31,051
-2,300
VUG icon
106
Vanguard Growth ETF
VUG
$225B
$4.46M 0.07%
61,212
VO icon
107
Vanguard Mid-Cap ETF
VO
$101B
$4.44M 0.07%
61,832
+7,576
GS icon
108
Goldman Sachs
GS
$294B
$4.4M 0.07%
5,197
IJR icon
109
iShares Core S&P Small-Cap ETF
IJR
$103B
$4.22M 0.07%
33,942
+450
VV icon
110
Vanguard Large-Cap ETF
VV
$52.5B
$4.21M 0.07%
14,100
SPTM icon
111
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$4.16M 0.07%
52,608
+4,526
PM icon
112
Philip Morris
PM
$295B
$4.12M 0.06%
24,920
-1,007
DHR icon
113
Danaher
DHR
$122B
$4.12M 0.06%
21,722
-365
AGG icon
114
iShares Core US Aggregate Bond ETF
AGG
$135B
$4.1M 0.06%
41,343
+407
EMR icon
115
Emerson Electric
EMR
$76.4B
$3.92M 0.06%
29,900
-801
AXP icon
116
American Express
AXP
$213B
$3.83M 0.06%
12,652
-1,229
ORLY icon
117
O'Reilly Automotive
ORLY
$76B
$3.79M 0.06%
41,060
-60
HON icon
118
Honeywell
HON
$144B
$3.7M 0.06%
16,353
-980
META icon
119
Meta Platforms (Facebook)
META
$1.55T
$3.6M 0.06%
6,299
XLF icon
120
State Street Financial Select Sector SPDR ETF
XLF
$50.8B
$3.53M 0.06%
71,496
-1,700
IVE icon
121
iShares S&P 500 Value ETF
IVE
$50.4B
$3.52M 0.06%
16,662
DIS icon
122
Walt Disney
DIS
$179B
$3.44M 0.05%
35,705
-1,855
NFLX icon
123
Netflix
NFLX
$373B
$3.43M 0.05%
35,711
-850
DUK icon
124
Duke Energy
DUK
$98B
$3.15M 0.05%
24,084
-503
WFC icon
125
Wells Fargo
WFC
$234B
$3.06M 0.05%
38,475
3 4
5
6 7