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
751
$4K ﹤0.01%
66
752
$3K ﹤0.01%
110
753
$3K ﹤0.01%
22
-22
754
$3K ﹤0.01%
50
-4
755
$3K ﹤0.01%
32
756
$3K ﹤0.01%
95
757
$3K ﹤0.01%
525
-191
758
$3K ﹤0.01%
32
759
$3K ﹤0.01%
315
760
$3K ﹤0.01%
67
-28
761
$3K ﹤0.01%
84
762
$3K ﹤0.01%
123
-116
763
$3K ﹤0.01%
27
764
$3K ﹤0.01%
334
-187
765
$3K ﹤0.01%
63
766
$3K ﹤0.01%
58
767
$3K ﹤0.01%
26
-4
768
$3K ﹤0.01%
19
769
$3K ﹤0.01%
112
-112
770
$3K ﹤0.01%
118
771
$3K ﹤0.01%
76
772
$3K ﹤0.01%
758
773
$3K ﹤0.01%
125
-23
774
$3K ﹤0.01%
246
775
$3K ﹤0.01%
423
29 30
31
32 33