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
676
$5K ﹤0.01%
210
677
$5K ﹤0.01%
28
678
$5K ﹤0.01%
15
679
$5K ﹤0.01%
151
680
$5K ﹤0.01%
358
-119
681
$5K ﹤0.01%
1,321
682
$5K ﹤0.01%
37
683
$5K ﹤0.01%
187
-74
684
$5K ﹤0.01%
46
-46
685
$5K ﹤0.01%
200
686
$5K ﹤0.01%
611
687
$5K ﹤0.01%
268
-112
688
$5K ﹤0.01%
96
-13
689
$5K ﹤0.01%
350
690
$5K ﹤0.01%
67
691
$5K ﹤0.01%
538
-184
692
$4K ﹤0.01%
28
693
$4K ﹤0.01%
+691
694
$4K ﹤0.01%
34
695
$4K ﹤0.01%
350
-55
696
$4K ﹤0.01%
300
697
$4K ﹤0.01%
180
698
$4K ﹤0.01%
39
+9
699
$4K ﹤0.01%
586
700
$4K ﹤0.01%
141
26 27
28
29 30