EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.66B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Sells

1 +$13.6M
2 +$10.3M
3 +$10.2M
4
KMI icon
Kinder Morgan
KMI
+$8.97M
5
MCD icon
McDonald's
MCD
+$5.4M

Sector Composition

1 Technology 5.24%
2 Financials 5.22%
3 Communication Services 3%
4 Consumer Discretionary 2.98%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$526K 0.02%
33,300
+6,500
227
$525K 0.02%
12,591
-9,381
228
$521K 0.02%
6,360
229
$512K 0.02%
3,373
-534
230
$496K 0.02%
13,607
+13,000
231
$490K 0.02%
36,800
+8,000
232
$488K 0.02%
1,898
+170
233
$483K 0.02%
6,054
-402
234
$478K 0.02%
4,916
-194
235
$476K 0.02%
33,000
+4,000
236
$470K 0.02%
11,945
+2,410
237
$467K 0.02%
22,111
+5,402
238
$460K 0.02%
25,487
-573,342
239
$456K 0.02%
9,581
-822
240
$455K 0.02%
11,252
241
$454K 0.02%
2,320
242
$452K 0.02%
9,747
-750
243
$444K 0.02%
2,467
244
$443K 0.02%
2,352
245
$440K 0.02%
9,480
+47
246
$437K 0.02%
8,431
-742
247
$430K 0.02%
21,200
248
$429K 0.02%
8,144
+900
249
$428K 0.02%
11,720
250
$421K 0.02%
2,006
+14