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
376
$44K ﹤0.01%
1,216
-99
377
$44K ﹤0.01%
1,593
-100
378
$44K ﹤0.01%
1,001
-30
379
$43K ﹤0.01%
980
380
$43K ﹤0.01%
259
+105
381
$43K ﹤0.01%
11,180
-140
382
$43K ﹤0.01%
449
383
$42K ﹤0.01%
+333
384
$42K ﹤0.01%
117
385
$41K ﹤0.01%
1,504
-69
386
$41K ﹤0.01%
527
+30
387
$41K ﹤0.01%
800
388
$40K ﹤0.01%
630
-321
389
$40K ﹤0.01%
4,228
390
$39K ﹤0.01%
1,267
-108
391
$38K ﹤0.01%
486
-15
392
$38K ﹤0.01%
32
-2
393
$38K ﹤0.01%
902
-6
394
$37K ﹤0.01%
708
+57
395
$37K ﹤0.01%
703
-23
396
$37K ﹤0.01%
3,372
397
$37K ﹤0.01%
233
+7
398
$37K ﹤0.01%
135
399
$36K ﹤0.01%
6,617
400
$36K ﹤0.01%
516
-18
14 15
16
17 18