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%
68
652
$5K ﹤0.01%
39
653
$5K ﹤0.01%
1,800
+1,691
654
$5K ﹤0.01%
132
655
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127
-43
656
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196
657
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116
658
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72
659
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64
660
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292
661
$5K ﹤0.01%
350
662
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67
663
$5K ﹤0.01%
538
-184
664
$5K ﹤0.01%
265
665
$5K ﹤0.01%
23
666
$5K ﹤0.01%
97
-29
667
$5K ﹤0.01%
200
-54
668
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669
$5K ﹤0.01%
55
670
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94
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128
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$5K ﹤0.01%
194
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673
$5K ﹤0.01%
379
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674
$5K ﹤0.01%
1,016
-163
675
$5K ﹤0.01%
62
-29
25 26
27
28 29