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
401
$35K ﹤0.01%
395
-22
402
$35K ﹤0.01%
148
-5
403
$35K ﹤0.01%
303
+239
404
$35K ﹤0.01%
3,207
405
$34K ﹤0.01%
20
406
$34K ﹤0.01%
55
407
$34K ﹤0.01%
380
408
$34K ﹤0.01%
1,075
409
$33K ﹤0.01%
137
+3
410
$33K ﹤0.01%
860
411
$33K ﹤0.01%
315
412
$33K ﹤0.01%
233
-11
413
$33K ﹤0.01%
900
-708
414
$32K ﹤0.01%
846
-45
415
$32K ﹤0.01%
621
416
$32K ﹤0.01%
215
417
$32K ﹤0.01%
2,000
-3,000
418
$32K ﹤0.01%
77
419
$32K ﹤0.01%
172
420
$32K ﹤0.01%
2,688
-43
421
$32K ﹤0.01%
191
422
$31K ﹤0.01%
2,919
423
$31K ﹤0.01%
375
424
$31K ﹤0.01%
1,112
-37
425
$31K ﹤0.01%
360
15 16
17
18 19