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
776
$3K ﹤0.01%
97
-67
777
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3
778
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131
+17
779
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112
780
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76
781
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+1,125
782
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123
-116
783
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27
784
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334
-187
785
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63
786
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58
787
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788
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789
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-112
790
$3K ﹤0.01%
38
791
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54
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792
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793
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103
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794
$3K ﹤0.01%
468
795
$3K ﹤0.01%
369
796
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226
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797
$3K ﹤0.01%
382
-382
798
$3K ﹤0.01%
1,354
799
$3K ﹤0.01%
+352
800
$3K ﹤0.01%
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