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
676
$5K ﹤0.01%
1,016
-163
677
$5K ﹤0.01%
62
-29
678
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89
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679
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109
680
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48
+33
681
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210
682
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28
683
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15
684
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151
685
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358
-119
686
$5K ﹤0.01%
1,321
687
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37
688
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187
-74
689
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46
-46
690
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200
691
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611
692
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168
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693
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60
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694
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94
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695
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1,000
696
$4K ﹤0.01%
300
697
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180
698
$4K ﹤0.01%
39
+9
699
$4K ﹤0.01%
586
700
$4K ﹤0.01%
141
26 27
28
29 30