EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$14.6M
3
+$10.7M
4
WM icon
Waste Management
WM
+$10.2M
5
VZ icon
Verizon
VZ
+$10.1M

Top Sells

1
+$4.39M
2
+$4.3M
3
+$3.94M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.74M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.09M

Sector Composition

1 Financials 5.12%
2 Technology 3.61%
3 Communication Services 3.6%
4 Industrials 1.69%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$171K 0.01%
1,670
-180
227
$169K 0.01%
1,780
-5
228
$164K 0.01%
970
+121
229
$164K 0.01%
993
-997
230
$163K 0.01%
122,500
231
$162K 0.01%
1,084
-16
232
$162K 0.01%
1,494
+118
233
$161K 0.01%
1,400
234
$155K 0.01%
1,047
-12
235
$151K 0.01%
1,830
-237
236
$150K 0.01%
975
-1
237
$149K 0.01%
34,604
238
$147K 0.01%
5,000
239
$147K 0.01%
1,565
240
$146K 0.01%
2,008
-52
241
$143K 0.01%
1,800
242
$142K 0.01%
6,126
-396
243
$142K 0.01%
455
+1
244
$138K 0.01%
2,778
245
$137K 0.01%
5,677
246
$137K 0.01%
3,630
247
$135K 0.01%
903
+870
248
$135K 0.01%
2,087
-9
249
$133K 0.01%
660
+652
250
$133K 0.01%
600
8 9
10
11 12