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
451
$24K ﹤0.01%
313
-880
452
$23K ﹤0.01%
430
453
$23K ﹤0.01%
308
454
$23K ﹤0.01%
6,000
455
$23K ﹤0.01%
375
-968
456
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187
457
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295
458
$23K ﹤0.01%
78
459
$23K ﹤0.01%
101
460
$23K ﹤0.01%
2,804
-29
461
$23K ﹤0.01%
109
462
$23K ﹤0.01%
550
463
$22K ﹤0.01%
629
-24
464
$22K ﹤0.01%
1,095
465
$22K ﹤0.01%
210
466
$22K ﹤0.01%
640
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467
$22K ﹤0.01%
+120
468
$21K ﹤0.01%
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$21K ﹤0.01%
228
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$21K ﹤0.01%
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$21K ﹤0.01%
386
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$21K ﹤0.01%
423
473
$21K ﹤0.01%
258
474
$20K ﹤0.01%
1,097
-299
475
$20K ﹤0.01%
284
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