WWM
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Waterway Wealth Management’s Evercore EVR Stock Holding History

Waterway Wealth Management’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$456K Sell
1,688
-2,513
-60% -$679K 0.14% 64
2025
Q1 		$839K Buy
+4,201
New +$839K 0.35% 28