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
726
$4K ﹤0.01%
387
-46
727
$4K ﹤0.01%
275
728
$4K ﹤0.01%
4,019
-40
729
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28
730
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42
731
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44
732
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733
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734
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72
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735
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84
736
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864
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737
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738
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+691
739
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34
740
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350
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741
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742
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743
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744
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745
$4K ﹤0.01%
24
746
$4K ﹤0.01%
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-38
747
$4K ﹤0.01%
92
748
$4K ﹤0.01%
61
749
$4K ﹤0.01%
31
750
$4K ﹤0.01%
22
28 29
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31 32