EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Fund
S&P 500
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
651
$5K ﹤0.01%
39
652
$5K ﹤0.01%
1,800
+1,691
653
$5K ﹤0.01%
132
654
$5K ﹤0.01%
127
-43
655
$5K ﹤0.01%
196
656
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116
657
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72
658
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64
659
$5K ﹤0.01%
292
660
$5K ﹤0.01%
265
661
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23
662
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97
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663
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200
-54
664
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-19
665
$5K ﹤0.01%
55
666
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94
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669
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671
$5K ﹤0.01%
62
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89
-25
673
$5K ﹤0.01%
109
674
$5K ﹤0.01%
132
675
$5K ﹤0.01%
48
+33
25 26
27
28 29