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
326
$296K 0.01%
+832
327
$294K 0.01%
+1,427
328
$289K 0.01%
+3,363
329
$286K 0.01%
+914
330
$286K 0.01%
+899
331
$283K 0.01%
+1,674
332
$282K 0.01%
+1,046
333
$282K 0.01%
1,176
334
$281K 0.01%
+11,410
335
$277K 0.01%
+396
336
$276K 0.01%
+1,338
337
$273K 0.01%
+1,655
338
$271K 0.01%
+1,464
339
$270K 0.01%
+1,653
340
$260K 0.01%
+2,000
341
$259K 0.01%
+500
342
$256K 0.01%
+10,247
343
$255K 0.01%
+640
344
$254K 0.01%
+4,431
345
$254K 0.01%
11,936
346
$246K 0.01%
+3,078
347
$244K 0.01%
+2,521
348
$243K 0.01%
+978
349
$241K 0.01%
+2,648
350
$239K 0.01%
23,200