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
101
$3.11M 0.12%
66,191
+41
102
$3.1M 0.12%
26,678
-350
103
$3M 0.11%
34,522
-1,264
104
$2.99M 0.11%
17,528
+3,394
105
$2.96M 0.11%
21,629
-1,573
106
$2.85M 0.11%
20,546
-224
107
$2.81M 0.11%
18,543
+14
108
$2.76M 0.11%
53,093
109
$2.75M 0.11%
62,904
-3,900
110
$2.74M 0.1%
27,451
111
$2.73M 0.1%
11,261
-2,807
112
$2.71M 0.1%
49,830
-500
113
$2.7M 0.1%
35,851
-1,185
114
$2.68M 0.1%
56,111
-489
115
$2.66M 0.1%
21,950
116
$2.56M 0.1%
4,460
-40
117
$2.44M 0.09%
85,000
-15,000
118
$2.43M 0.09%
30,315
-2,832
119
$2.38M 0.09%
52,074
120
$2.37M 0.09%
33,923
-8,323
121
$2.28M 0.09%
6,759
-1,281
122
$2.25M 0.09%
10,192
-450
123
$2.21M 0.08%
74,352
-2,325
124
$2.19M 0.08%
53,564
-4,560
125
$2.17M 0.08%
9,458
3 4
5
6 7