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
1
$93M 3.55%
2,216,080
-68,584
2
$88.7M 3.39%
506,654
-38,423
3
$84.5M 3.23%
926,119
-31,771
4
$79.5M 3.04%
1,099,140
-88,400
5
$75M 2.87%
350,548
-16,974
6
$67.8M 2.59%
380,582
-16,693
7
$66.7M 2.55%
1,413,445
-31,506
8
$64.8M 2.48%
314,024
-5,883
9
$61.7M 2.36%
424,596
-12,818
10
$53.6M 2.05%
349,512
-11,993
11
$53M 2.03%
1,027,880
-41,800
12
$53M 2.02%
387,448
-12,475
13
$49.8M 1.9%
1,220,508
-52,908
14
$49.7M 1.9%
177,050
-8,507
15
$48.4M 1.85%
89,424
-2,718
16
$47.9M 1.83%
753,002
-20,669
17
$47.6M 1.82%
816,998
-15,071
18
$46.7M 1.78%
465,529
+713
19
$46M 1.76%
1,313,803
-29,995
20
$45.8M 1.75%
1,434,365
-23,150
21
$43M 1.64%
199,137
-9,973
22
$42.3M 1.62%
676,976
-4,513
23
$42.2M 1.61%
229,782
-7,154
24
$41.4M 1.58%
1,236,019
-27,355
25
$41M 1.57%
205,409
+2,029
1
2 3 4 5