EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
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
+$52.4M
2
+$14.7M
3
+$10.1M
4
CMCSA icon
Comcast
CMCSA
+$10M
5
WM icon
Waste Management
WM
+$9.95M

Top Sells

1
+$5.23M
2
+$4.31M
3
+$3.84M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.8M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.06M

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
426
$31K ﹤0.01%
233
-259
427
$30K ﹤0.01%
158
428
$30K ﹤0.01%
3,552
-121
429
$30K ﹤0.01%
536
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475
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$29K ﹤0.01%
354
432
$28K ﹤0.01%
185
+21
433
$28K ﹤0.01%
452
434
$28K ﹤0.01%
185
-360
435
$28K ﹤0.01%
73
-3
436
$27K ﹤0.01%
1,729
-59
437
$27K ﹤0.01%
518
438
$27K ﹤0.01%
114
439
$27K ﹤0.01%
85
440
$27K ﹤0.01%
+1,810
441
$26K ﹤0.01%
717
-10
442
$26K ﹤0.01%
146
443
$26K ﹤0.01%
820
444
$25K ﹤0.01%
607
-21
445
$25K ﹤0.01%
245
446
$25K ﹤0.01%
3,174
447
$25K ﹤0.01%
348
448
$25K ﹤0.01%
420
449
$24K ﹤0.01%
104
450
$24K ﹤0.01%
+60
16 17
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