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
$2.66B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Sells

1 +$13.6M
2 +$10.3M
3 +$10.2M
4
KMI icon
Kinder Morgan
KMI
+$8.97M
5
MCD icon
McDonald's
MCD
+$5.4M

Sector Composition

1 Technology 5.24%
2 Financials 5.22%
3 Communication Services 3.01%
4 Consumer Discretionary 2.98%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$8K ﹤0.01%
105
777
$8K ﹤0.01%
112
778
$8K ﹤0.01%
369
779
$8K ﹤0.01%
150
780
$8K ﹤0.01%
96
-10
781
$8K ﹤0.01%
+243
782
$8K ﹤0.01%
+100
783
$8K ﹤0.01%
265
784
$8K ﹤0.01%
476
785
$8K ﹤0.01%
257
+171
786
$7K ﹤0.01%
112
787
$7K ﹤0.01%
35
788
$7K ﹤0.01%
11
789
$7K ﹤0.01%
2,252
790
$7K ﹤0.01%
4,720
+823
791
$7K ﹤0.01%
64
792
$7K ﹤0.01%
350
793
$7K ﹤0.01%
280
794
$7K ﹤0.01%
150
+118
795
$7K ﹤0.01%
140
796
$7K ﹤0.01%
102
797
$7K ﹤0.01%
34
798
$7K ﹤0.01%
585
799
$7K ﹤0.01%
83
800
$7K ﹤0.01%
127