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
701
$4K ﹤0.01%
176
+11
702
$4K ﹤0.01%
100
-27
703
$4K ﹤0.01%
107
-11
704
$4K ﹤0.01%
116
705
$4K ﹤0.01%
130
706
$4K ﹤0.01%
50
707
$4K ﹤0.01%
17
708
$4K ﹤0.01%
230
+10
709
$4K ﹤0.01%
39
-18
710
$4K ﹤0.01%
173
-17
711
$4K ﹤0.01%
87
712
$4K ﹤0.01%
131
-143
713
$4K ﹤0.01%
15
714
$4K ﹤0.01%
1,059
-146
715
$4K ﹤0.01%
+311
716
$4K ﹤0.01%
48
717
$4K ﹤0.01%
+100
718
$4K ﹤0.01%
99
719
$4K ﹤0.01%
11
720
$4K ﹤0.01%
339
721
$4K ﹤0.01%
44
722
$4K ﹤0.01%
+746
723
$4K ﹤0.01%
108
+4
724
$4K ﹤0.01%
83
-22
725
$4K ﹤0.01%
110
27 28
29
30 31