EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Fund
S&P 500
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%
87
752
$3K ﹤0.01%
32
753
$3K ﹤0.01%
76
754
$3K ﹤0.01%
758
755
$3K ﹤0.01%
125
-23
756
$3K ﹤0.01%
246
757
$3K ﹤0.01%
423
758
$3K ﹤0.01%
95
759
$3K ﹤0.01%
525
-191
760
$3K ﹤0.01%
32
761
$3K ﹤0.01%
315
762
$3K ﹤0.01%
95
763
$3K ﹤0.01%
65
764
$3K ﹤0.01%
38
765
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25
-10
766
$3K ﹤0.01%
100
767
$3K ﹤0.01%
90
768
$3K ﹤0.01%
102
769
$3K ﹤0.01%
219
770
$3K ﹤0.01%
20
771
$3K ﹤0.01%
535
+374
772
$3K ﹤0.01%
459
+355
773
$3K ﹤0.01%
50
-42
774
$3K ﹤0.01%
30
775
$3K ﹤0.01%
14
29 30
31
32 33