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
26
$5.67M 0.46%
98,101
-15
27
$5.62M 0.46%
43,518
-42
28
$4.16M 0.34%
13
29
$4.12M 0.33%
88,384
+80,498
30
$3.92M 0.32%
209,428
+114,925
31
$3.72M 0.3%
429,750
+59,174
32
$3.62M 0.29%
23,020
+1,280
33
$3.5M 0.28%
48,623
+297
34
$3.46M 0.28%
+87,150
35
$3.24M 0.26%
15,220
+615
36
$2.95M 0.24%
17,194
37
$2.94M 0.24%
56,878
-82,998
38
$2.74M 0.22%
23,182
39
$2.72M 0.22%
20,215
+12,578
40
$2.62M 0.21%
21,135
-86
41
$2.57M 0.21%
9,133
42
$2.52M 0.2%
157,032
+70,621
43
$2.36M 0.19%
15,846
-59
44
$2.28M 0.18%
77,532
+34,336
45
$2.26M 0.18%
21,441
+4,006
46
$2.17M 0.18%
141,331
+32,178
47
$1.87M 0.15%
9,518
-200
48
$1.85M 0.15%
495,000
+417,000
49
$1.81M 0.15%
126,070
+31,960
50
$1.81M 0.15%
17,305
+15,065
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