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
576
$9K ﹤0.01%
72
577
$9K ﹤0.01%
412
+202
578
$9K ﹤0.01%
245
-56
579
$9K ﹤0.01%
987
-154
580
$9K ﹤0.01%
231
581
$9K ﹤0.01%
408
582
$9K ﹤0.01%
929
+394
583
$9K ﹤0.01%
508
584
$9K ﹤0.01%
266
+208
585
$9K ﹤0.01%
106
586
$8K ﹤0.01%
77
587
$8K ﹤0.01%
52
588
$8K ﹤0.01%
238
-83
589
$8K ﹤0.01%
84
590
$8K ﹤0.01%
434
-14
591
$8K ﹤0.01%
233
592
$8K ﹤0.01%
78
593
$8K ﹤0.01%
198
594
$8K ﹤0.01%
84
-9
595
$8K ﹤0.01%
764
-26
596
$8K ﹤0.01%
41
-3
597
$8K ﹤0.01%
126
598
$8K ﹤0.01%
21
599
$8K ﹤0.01%
135
600
$8K ﹤0.01%
130
-1,100
22 23
24
25 26