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EW

Evoke Wealth Portfolio holdings

AUM $5.42B
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
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
+$52.4M
2
+$14.7M
3
+$10.1M
4
CMCSA icon
Comcast
CMCSA
+$10M
5
WM icon
Waste Management
WM
+$9.95M

Top Sells

1
+$5.23M
2
+$4.31M
3
+$3.84M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.8M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.06M

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
726
$4K ﹤0.01%
39
+9
727
$4K ﹤0.01%
586
728
$4K ﹤0.01%
141
729
$4K ﹤0.01%
176
+11
730
$4K ﹤0.01%
100
-27
731
$4K ﹤0.01%
107
-11
732
$4K ﹤0.01%
116
733
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130
734
$4K ﹤0.01%
50
735
$4K ﹤0.01%
17
736
$4K ﹤0.01%
31
737
$4K ﹤0.01%
22
738
$4K ﹤0.01%
66
739
$4K ﹤0.01%
230
+10
740
$4K ﹤0.01%
173
-17
741
$4K ﹤0.01%
87
742
$4K ﹤0.01%
131
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743
$4K ﹤0.01%
15
744
$4K ﹤0.01%
1,059
-146
745
$4K ﹤0.01%
+311
746
$4K ﹤0.01%
+100
747
$4K ﹤0.01%
99
748
$4K ﹤0.01%
48
749
$4K ﹤0.01%
168
-107
750
$4K ﹤0.01%
39
-18
28 29
30
31 32