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
526
$13K ﹤0.01%
231
-359
527
$13K ﹤0.01%
37
-5
528
$13K ﹤0.01%
517
-61
529
$12K ﹤0.01%
591
-49
530
$12K ﹤0.01%
336
531
$12K ﹤0.01%
1,298
+798
532
$12K ﹤0.01%
312
-21
533
$12K ﹤0.01%
200
534
$12K ﹤0.01%
308
-51
535
$12K ﹤0.01%
231
536
$12K ﹤0.01%
122
537
$12K ﹤0.01%
300
538
$12K ﹤0.01%
168
539
$12K ﹤0.01%
850
+450
540
$11K ﹤0.01%
150
541
$11K ﹤0.01%
109
-2
542
$11K ﹤0.01%
68
-8
543
$11K ﹤0.01%
52
-12
544
$11K ﹤0.01%
138
545
$11K ﹤0.01%
160
-16
546
$11K ﹤0.01%
114
547
$11K ﹤0.01%
231
+216
548
$11K ﹤0.01%
61
549
$11K ﹤0.01%
140
-9
550
$11K ﹤0.01%
51
20 21
22
23 24