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
351
$53K ﹤0.01%
498
352
$53K ﹤0.01%
900
-7,100
353
$53K ﹤0.01%
978
-64
354
$52K ﹤0.01%
871
355
$51K ﹤0.01%
438
+5
356
$51K ﹤0.01%
1,077
+101
357
$51K ﹤0.01%
1,779
358
$49K ﹤0.01%
+95
359
$49K ﹤0.01%
592
360
$49K ﹤0.01%
493
361
$49K ﹤0.01%
1,470
+1,300
362
$48K ﹤0.01%
1,268
363
$48K ﹤0.01%
2,346
-118
364
$48K ﹤0.01%
7,522
+406
365
$47K ﹤0.01%
2,703
366
$47K ﹤0.01%
193
+143
367
$47K ﹤0.01%
477
368
$47K ﹤0.01%
1,608
-1,706
369
$47K ﹤0.01%
4,000
370
$46K ﹤0.01%
378
-12
371
$46K ﹤0.01%
300
372
$45K ﹤0.01%
450
+300
373
$44K ﹤0.01%
146
+75
374
$44K ﹤0.01%
2,600
375
$44K ﹤0.01%
1,406
-91
13 14
15
16 17