EW
Evoke Wealth Portfolio holdings
AUM $3.83B
AUM
$3.83B
AUM Growth
+$240M (+7%)
Cap. Flow
+$214M
Cap. Flow % of AUM
5.6%
Top 10 Holdings %Top 10 Hldgs %
48.45%
Holding
471
New
37
Increased
217
Reduced
117
Closed
21
Top Buys
| 1 | $48.8M | |
| 2 | $23.4M | |
| 3 | $18.8M | |
| 4 | $18M | |
| 5 | $17.6M |
Top Sells
| 1 | $18.5M | |
| 2 | $9.17M | |
| 3 | $7.55M | |
| 4 | $4.15M | |
| 5 | $3.77M |
Sector Composition
| 1 | Technology | 6.83% |
| 2 | Financials | 3.08% |
| 3 | Healthcare | 2.02% |
| 4 | Consumer Discretionary | 1.81% |
| 5 | Communication Services | 1.74% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -4,218 | Closed | – | |||
| $0 | 0% | 0 -11,694 | Closed | – | |||
| $0 | 0% | 0 -10,253 | Closed | – | |||
| $0 | 0% | 0 -4,878 | Closed | – | |||
| $0 | 0% | 0 -2,062 | Closed | – | |||
| $0 | 0% | 0 -6,093 | Closed | – | |||
| $0 | 0% | 0 -2,392 | Closed | – | |||
| $0 | 0% | 0 -8,701 | Closed | – | |||
| $0 | 0% | 0 -2,656 | Closed | – | |||
| $0 | 0% | 0 -11,157 | Closed | – | |||
| $0 | 0% | 0 -10,289 | Closed | – | |||
| $0 | 0% | 0 -1,137 | Closed | – | |||
| $0 | 0% | 0 -4,069 | Closed | – | |||
| $0 | 0% | 0 -11,106 | Closed | – | |||
| $0 | 0% | 0 -2,499 | Closed | – | |||
| $0 | 0% | 0 -18,019 | Closed | – | |||
| $0 | 0% | 0 -3,376 | Closed | – | |||
| $0 | 0% | 0 -48,558 | Closed | – | |||
| $0 | 0% | 0 -21,184 | Closed | – | |||
| $0 | 0% | 0 -66,901 | Closed | – | |||
| $0 | 0% | 0 -192,926 | Closed | – |
