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
$3.17B
AUM Growth
+$507M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$30.7M
3
+$29M
4
VAC icon
Marriott Vacations Worldwide
VAC
+$28.6M
5
DOCS icon
Doximity
DOCS
+$28.2M

Top Sells

1
+$18.4M
2
+$12.6M
3
+$11.9M
4
VZ icon
Verizon
VZ
+$9.09M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.51M

Sector Composition

1 Technology 5.06%
2 Financials 4.78%
3 Consumer Discretionary 3.48%
4 Healthcare 3.23%
5 Industrials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$17K ﹤0.01%
326
-1,635
702
$17K ﹤0.01%
311
703
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50
704
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240
705
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138
706
$17K ﹤0.01%
360
707
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256
+6
708
$17K ﹤0.01%
251
709
$17K ﹤0.01%
1,282
+1
710
$16K ﹤0.01%
+745
711
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+160
712
$16K ﹤0.01%
+145
713
$16K ﹤0.01%
+372
714
$16K ﹤0.01%
64
715
$16K ﹤0.01%
550
716
$16K ﹤0.01%
220
717
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517
+1
718
$16K ﹤0.01%
270
719
$16K ﹤0.01%
170
-453
720
$16K ﹤0.01%
+4,225
721
$15K ﹤0.01%
537
722
$15K ﹤0.01%
283
723
$15K ﹤0.01%
313
724
$15K ﹤0.01%
304
+301
725
$15K ﹤0.01%
668
+1
27 28
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