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
326
$68K 0.01%
1,095
+214
327
$67K 0.01%
2,202
+867
328
$67K 0.01%
454
-12
329
$67K 0.01%
2,230
+390
330
$66K 0.01%
1,063
331
$63K 0.01%
1,079
+1,035
332
$63K 0.01%
147
+65
333
$62K 0.01%
814
-11
334
$61K ﹤0.01%
750
335
$60K ﹤0.01%
1,465
-70
336
$59K ﹤0.01%
2,101
337
$59K ﹤0.01%
484
-94
338
$58K ﹤0.01%
536
-18
339
$58K ﹤0.01%
+1,650
340
$58K ﹤0.01%
10,000
341
$57K ﹤0.01%
5,000
342
$57K ﹤0.01%
2,940
343
$57K ﹤0.01%
350
+200
344
$57K ﹤0.01%
3,375
345
$56K ﹤0.01%
1,489
+1,451
346
$56K ﹤0.01%
261
-2
347
$55K ﹤0.01%
1,000
348
$54K ﹤0.01%
388
-5
349
$54K ﹤0.01%
698
-33
350
$54K ﹤0.01%
8,053
-488
12 13
14
15 16