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
126
$2.14M 0.08%
19,093
127
$2.14M 0.08%
44,283
+3,477
128
$2.13M 0.08%
22,195
-50
129
$2.08M 0.08%
9,641
-750
130
$2.05M 0.08%
21,530
-300
131
$2.04M 0.08%
34,100
-425
132
$2M 0.08%
58,663
-1,721
133
$1.98M 0.08%
16,588
-87
134
$1.93M 0.07%
89,616
-3,200
135
$1.9M 0.07%
32,107
-1,487
136
$1.85M 0.07%
23,952
-420
137
$1.84M 0.07%
23,754
-608
138
$1.83M 0.07%
13,517
139
$1.82M 0.07%
12,006
140
$1.8M 0.07%
48,095
-2,535
141
$1.77M 0.07%
35,584
-4,042
142
$1.76M 0.07%
28,255
+5,697
143
$1.75M 0.07%
19,605
-2,245
144
$1.65M 0.06%
7,782
-1,309
145
$1.6M 0.06%
8,389
-5,910
146
$1.57M 0.06%
40,600
-9,452
147
$1.55M 0.06%
31,766
148
$1.55M 0.06%
14,054
-449
149
$1.54M 0.06%
9,661
-12,803
150
$1.51M 0.06%
24,750
-1,947
4 5
6
7 8