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
51
$1.74M 0.14%
23,740
-1,080
52
$1.69M 0.14%
116,904
+48,382
53
$1.56M 0.13%
72,099
+70,099
54
$1.53M 0.12%
37,985
-1,725
55
$1.49M 0.12%
5,701
+483
56
$1.47M 0.12%
10,940
+31
57
$1.41M 0.11%
58,563
-11,005
58
$1.4M 0.11%
15,251
59
$1.39M 0.11%
31,548
-15
60
$1.34M 0.11%
8,082
-2
61
$1.24M 0.1%
21,140
+3,148
62
$1.17M 0.1%
74,407
+413
63
$1.16M 0.09%
3,938
-4
64
$1.15M 0.09%
80,000
65
$1.14M 0.09%
9,082
+913
66
$1.14M 0.09%
9,679
-13
67
$1.13M 0.09%
5,154
+241
68
$1.13M 0.09%
28,677
+20,249
69
$1.13M 0.09%
22,570
+9,140
70
$1.12M 0.09%
8,085
-22
71
$1.11M 0.09%
23,898
-23,898
72
$1.1M 0.09%
4,863
-9
73
$1.08M 0.09%
11,579
74
$1.08M 0.09%
47,950
+265
75
$1.08M 0.09%
23,541
1 2
3
4 5