EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.66B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Sells

1 +$13.6M
2 +$10.3M
3 +$10.2M
4
KMI icon
Kinder Morgan
KMI
+$8.97M
5
MCD icon
McDonald's
MCD
+$5.4M

Sector Composition

1 Technology 5.24%
2 Financials 5.22%
3 Communication Services 3%
4 Consumer Discretionary 2.98%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$29K ﹤0.01%
88
577
$29K ﹤0.01%
670
+124
578
$28K ﹤0.01%
556
+324
579
$28K ﹤0.01%
741
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580
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452
581
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584
582
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583
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82
+8
585
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101
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+1,496
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340
591
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592
$27K ﹤0.01%
1,840
593
$27K ﹤0.01%
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$27K ﹤0.01%
550
595
$26K ﹤0.01%
426
596
$26K ﹤0.01%
518
597
$26K ﹤0.01%
1,228
598
$26K ﹤0.01%
894
+54
599
$26K ﹤0.01%
220
-15
600
$26K ﹤0.01%
178
+75