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
251
$132K 0.01%
1,610
-177
252
$132K 0.01%
1,259
-20
253
$131K 0.01%
+4,118
254
$131K 0.01%
518
-3,909
255
$128K 0.01%
2,063
-34
256
$127K 0.01%
3,645
-260
257
$123K 0.01%
1,131
258
$122K 0.01%
4,226
259
$121K 0.01%
1,500
260
$120K 0.01%
2,690
261
$119K 0.01%
2,765
-102
262
$119K 0.01%
2,291
-16
263
$119K 0.01%
878
264
$117K 0.01%
713
-118
265
$116K 0.01%
595
266
$115K 0.01%
803
+504
267
$113K 0.01%
2,058
+181
268
$113K 0.01%
3,322
269
$113K 0.01%
2,259
+6
270
$112K 0.01%
3,060
+90
271
$111K 0.01%
9,089
-87
272
$107K 0.01%
909
273
$107K 0.01%
5,000
274
$107K 0.01%
2,957
+174
275
$106K 0.01%
+756
9 10
11
12 13