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
$3.36B
AUM Growth
+$3.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.77%
2 Financials 2.47%
3 Healthcare 1.9%
4 Consumer Discretionary 1.87%
5 Communication Services 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$356K 0.01%
2,700
+900
302
$356K 0.01%
+98
303
$355K 0.01%
+4,960
304
$354K 0.01%
29,000
305
$353K 0.01%
+7,915
306
$352K 0.01%
+5,086
307
$350K 0.01%
+5,121
308
$350K 0.01%
+1,736
309
$344K 0.01%
+5,269
310
$343K 0.01%
+2,087
311
$328K 0.01%
+2,384
312
$327K 0.01%
+28,442
313
$323K 0.01%
+3,000
314
$322K 0.01%
+1,854
315
$322K 0.01%
+1,573
316
$320K 0.01%
+2,715
317
$320K 0.01%
+1,838
318
$320K 0.01%
+10,963
319
$317K 0.01%
+1,602
320
$315K 0.01%
+6,097
321
$314K 0.01%
17,396
-17,400
322
$310K 0.01%
+2,086
323
$310K 0.01%
+1,951
324
$300K 0.01%
+1,796
325
$300K 0.01%
+8,164