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
$2.66B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Sells

1 +$13.6M
2 +$10.3M
3 +$10.2M
4
KMI icon
Kinder Morgan
KMI
+$8.97M
5
MCD icon
McDonald's
MCD
+$5.4M

Sector Composition

1 Technology 5.24%
2 Financials 5.22%
3 Communication Services 3%
4 Consumer Discretionary 2.98%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$146K 0.01%
1,898
+104
377
$145K 0.01%
7,000
378
$144K 0.01%
+2,000
379
$143K 0.01%
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380
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381
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382
$141K 0.01%
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383
$140K 0.01%
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384
$139K 0.01%
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385
$139K 0.01%
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386
$139K 0.01%
1,077
387
$137K 0.01%
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$134K 0.01%
610
389
$134K 0.01%
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390
$133K 0.01%
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391
$132K 0.01%
1,958
392
$131K ﹤0.01%
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393
$129K ﹤0.01%
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$129K ﹤0.01%
2,390
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395
$128K ﹤0.01%
293
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396
$128K ﹤0.01%
2,670
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397
$128K ﹤0.01%
1,420
+413
398
$125K ﹤0.01%
2,134
399
$124K ﹤0.01%
2,064
+5
400
$123K ﹤0.01%
897
-52