EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
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
+$52.4M
2
+$14.7M
3
+$10.1M
4
CMCSA icon
Comcast
CMCSA
+$10M
5
WM icon
Waste Management
WM
+$9.95M

Top Sells

1
+$5.23M
2
+$4.31M
3
+$3.84M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.8M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.06M

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
651
$5K ﹤0.01%
127
-43
652
$5K ﹤0.01%
116
653
$5K ﹤0.01%
72
654
$5K ﹤0.01%
64
655
$5K ﹤0.01%
292
656
$5K ﹤0.01%
96
-13
657
$5K ﹤0.01%
15
658
$5K ﹤0.01%
25
+5
659
$5K ﹤0.01%
68
660
$5K ﹤0.01%
39
661
$5K ﹤0.01%
1,800
+1,691
662
$5K ﹤0.01%
132
663
$5K ﹤0.01%
350
664
$5K ﹤0.01%
67
665
$5K ﹤0.01%
538
-184
666
$5K ﹤0.01%
265
667
$5K ﹤0.01%
23
668
$5K ﹤0.01%
97
-29
669
$5K ﹤0.01%
200
-54
670
$5K ﹤0.01%
180
-19
671
$5K ﹤0.01%
55
672
$5K ﹤0.01%
94
-13
673
$5K ﹤0.01%
128
-31
674
$5K ﹤0.01%
194
-12
675
$5K ﹤0.01%
1,016
-163
25 26
27
28 29