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
726
$15K ﹤0.01%
290
727
$15K ﹤0.01%
800
+300
728
$15K ﹤0.01%
384
729
$14K ﹤0.01%
1,411
730
$14K ﹤0.01%
+495
731
$14K ﹤0.01%
128
732
$14K ﹤0.01%
61
+1
733
$14K ﹤0.01%
160
-67
734
$14K ﹤0.01%
72
735
$14K ﹤0.01%
867
736
$14K ﹤0.01%
118
737
$14K ﹤0.01%
404
738
$14K ﹤0.01%
153
739
$14K ﹤0.01%
373
740
$14K ﹤0.01%
612
741
$13K ﹤0.01%
49
-100
742
$13K ﹤0.01%
95
+2
743
$13K ﹤0.01%
341
744
$13K ﹤0.01%
84
745
$13K ﹤0.01%
110
-59
746
$13K ﹤0.01%
74
747
$13K ﹤0.01%
46
748
$13K ﹤0.01%
393
+128
749
$13K ﹤0.01%
84
750
$13K ﹤0.01%
231
28 29
30
31 32