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
501
$17K ﹤0.01%
154
502
$16K ﹤0.01%
154
503
$16K ﹤0.01%
284
-37
504
$16K ﹤0.01%
340
505
$16K ﹤0.01%
43
-2
506
$16K ﹤0.01%
375
507
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97
508
$15K ﹤0.01%
218
-17
509
$15K ﹤0.01%
456
-36
510
$15K ﹤0.01%
+265
511
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43
512
$15K ﹤0.01%
550
513
$15K ﹤0.01%
95
+65
514
$15K ﹤0.01%
1,270
-99
515
$15K ﹤0.01%
256
+8
516
$15K ﹤0.01%
381
-13
517
$14K ﹤0.01%
326
518
$14K ﹤0.01%
2,850
519
$14K ﹤0.01%
155
-229
520
$14K ﹤0.01%
71
521
$14K ﹤0.01%
123
-2
522
$14K ﹤0.01%
60
523
$14K ﹤0.01%
+2
524
$13K ﹤0.01%
45
525
$13K ﹤0.01%
67
+3
19 20
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