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
176
$1.1M 0.04%
21,252
+520
177
$1.08M 0.04%
12,859
178
$1.08M 0.04%
15,980
+721
179
$1.04M 0.04%
8,524
180
$1.03M 0.04%
14,751
-21
181
$1.03M 0.04%
25,700
182
$1.02M 0.04%
34,035
-144
183
$1.01M 0.04%
18,304
184
$989K 0.04%
5,760
185
$979K 0.04%
75,020
186
$961K 0.04%
8,575
187
$960K 0.04%
13,650
188
$933K 0.04%
33,843
+2,648
189
$917K 0.04%
59,535
190
$917K 0.04%
14,010
191
$913K 0.03%
16,041
-800
192
$902K 0.03%
29,045
-10,895
193
$901K 0.03%
3,731
194
$901K 0.03%
6,300
-36
195
$887K 0.03%
5,674
196
$879K 0.03%
29,660
-1,150
197
$862K 0.03%
20,658
198
$830K 0.03%
5,185
-103
199
$812K 0.03%
7,427
200
$796K 0.03%
9,775
-19,000
6 7
8
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