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
426
$31K ﹤0.01%
233
-259
427
$30K ﹤0.01%
158
428
$30K ﹤0.01%
3,552
-121
429
$30K ﹤0.01%
536
430
$30K ﹤0.01%
475
431
$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%
85
437
$27K ﹤0.01%
+1,810
438
$27K ﹤0.01%
1,729
-59
439
$27K ﹤0.01%
518
440
$27K ﹤0.01%
114
441
$26K ﹤0.01%
717
-10
442
$26K ﹤0.01%
146
443
$26K ﹤0.01%
820
444
$25K ﹤0.01%
245
445
$25K ﹤0.01%
607
-21
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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