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
151
$1.46M 0.06%
13,064
-1,179
152
$1.42M 0.05%
24,595
-2,050
153
$1.35M 0.05%
18,675
-200
154
$1.35M 0.05%
76,080
-1,800
155
$1.34M 0.05%
9,107
-30
156
$1.34M 0.05%
16,880
-149
157
$1.33M 0.05%
21,313
-200
158
$1.31M 0.05%
19,092
-2,929
159
$1.3M 0.05%
12,120
160
$1.28M 0.05%
19,612
-1,386
161
$1.28M 0.05%
32,742
162
$1.27M 0.05%
25,940
-1,511
163
$1.26M 0.05%
76,260
-4,050
164
$1.26M 0.05%
52,400
-897
165
$1.25M 0.05%
27,685
-252
166
$1.24M 0.05%
17,012
+12,500
167
$1.24M 0.05%
18,109
-1,735
168
$1.23M 0.05%
22,237
+115
169
$1.22M 0.05%
3,719
-185
170
$1.21M 0.05%
41,841
171
$1.2M 0.05%
13,904
-375
172
$1.17M 0.04%
21,896
-160
173
$1.17M 0.04%
16,782
+175
174
$1.16M 0.04%
4,221
-150
175
$1.12M 0.04%
35,000
+15,000
5 6
7
8 9