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
251
$418K 0.02%
58,193
+145
252
$417K 0.02%
131,563
253
$397K 0.01%
3,385
254
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255
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256
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52,345
257
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258
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37,969
+3,691
259
$369K 0.01%
3,300
260
$366K 0.01%
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261
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19,000
262
$360K 0.01%
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263
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$354K 0.01%
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265
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267
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271
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272
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273
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4,346
-1
274
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20,000
275
$317K 0.01%
7,666