EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.2M
AUM Growth
-$3.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1 +$559K
2 +$305K
3 +$250K
4
BRZE icon
Braze
BRZE
+$215K
5
XAR icon
SPDR S&P Aerospace & Defense ETF
XAR
+$203K

Sector Composition

1 Technology 5.8%
2 Industrials 3.57%
3 Financials 3.48%
4 Healthcare 2.49%
5 Utilities 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$352K 0.41%
5,651
-8,364
52
$335K 0.39%
17,396
53
$328K 0.39%
2,570
-18,597
54
$305K 0.36%
+27,125
55
$301K 0.36%
4,997
-5,078
56
$298K 0.35%
3,219
-1,128
57
$294K 0.35%
23,500
-178,685
58
$288K 0.34%
7,341
-10,777
59
$277K 0.33%
14,115
-310,950
60
$274K 0.32%
900
+1
61
$270K 0.32%
2,400
-479,030
62
$268K 0.32%
21,312
-129,792
63
$265K 0.31%
11,936
64
$265K 0.31%
14,700
-87,622
65
$258K 0.3%
17,700
-61,643
66
$252K 0.3%
16,000
-76,685
67
$250K 0.29%
+9,750
68
$243K 0.29%
8,400
-11,183
69
$241K 0.28%
5,817
-15,956
70
$238K 0.28%
1,800
-900
71
$235K 0.28%
13,000
72
$230K 0.27%
7,197
+70
73
$226K 0.27%
73,200
+30,235
74
$226K 0.27%
3,885
-230,129
75
$220K 0.26%
459
-17,059