EW
Evoke Wealth Portfolio holdings
AUM $3.83B
AUM
$3.83B
AUM Growth
+$240M (+7%)
Cap. Flow
+$214M
Cap. Flow % of AUM
5.6%
Top 10 Holdings %Top 10 Hldgs %
48.45%
Holding
471
New
37
Increased
217
Reduced
117
Closed
21
Top Buys
| 1 | $48.8M | |
| 2 | $23.4M | |
| 3 | $18.8M | |
| 4 | $18M | |
| 5 | $17.6M |
Top Sells
| 1 | $18.5M | |
| 2 | $9.17M | |
| 3 | $7.55M | |
| 4 | $4.15M | |
| 5 | $3.77M |
Sector Composition
| 1 | Technology | 6.83% |
| 2 | Financials | 3.08% |
| 3 | Healthcare | 2.02% |
| 4 | Consumer Discretionary | 1.81% |
| 5 | Communication Services | 1.74% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $411K | 0.01% | 11,535 +36 | +0.3% | +$1.28K | |||
| $410K | 0.01% | 2,281 -348 | -13% | -$62.5K | |||
| $405K | 0.01% | 4,804 +887 | +23% | +$74.9K | |||
| $394K | 0.01% | 7,707 -267 | -3% | -$13.7K | |||
| $394K | 0.01% | 1,450 +215 | +17% | +$58.4K | |||
| $388K | 0.01% | 7,370 +60 | +0.8% | +$3.16K | |||
| $387K | 0.01% | 3,838 +297 | +8% | +$30K | |||
| $386K | 0.01% | 5,464 +198 | +4% | +$14K | |||
| $384K | 0.01% | 10,562 | – | – | |||
| $384K | 0.01% | 1,844 +135 | +8% | +$28.1K | |||
| $382K | 0.01% | 3,131 +581 | +23% | +$70.9K | |||
| $382K | 0.01% | 6,480 +1,288 | +25% | +$75.9K | |||
| $379K | 0.01% | 5,906 -461 | -7% | -$29.6K | |||
| $379K | 0.01% | 572 +79 | +16% | +$52.3K | |||
| $377K | 0.01% | 1,145 +109 | +11% | +$35.9K | |||
| $376K | 0.01% | 21,850 +10,077 | +86% | +$174K | |||
| $375K | 0.01% | 15,642 -3,221 | -17% | -$77.2K | |||
| $374K | 0.01% | 32,446 +83 | +0.3% | +$958 | |||
| $374K | 0.01% | 1,323 -119 | -8% | -$33.7K | |||
| $373K | 0.01% | 1,761 -582 | -25% | -$123K | |||
| $369K | 0.01% | 4,478 -20 | -0.4% | -$1.65K | |||
| $369K | 0.01% | 1,396 +224 | +19% | +$59.2K | |||
| $366K | 0.01% | 2,123 | – | – | |||
| $362K | 0.01% | 4,851 -263 | -5% | -$19.6K | |||
| $361K | 0.01% | 29,000 | – | – |
