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
801
$3K ﹤0.01%
+1,125
802
$3K ﹤0.01%
37
803
$3K ﹤0.01%
+99
804
$3K ﹤0.01%
15
-4
805
$3K ﹤0.01%
+904
806
$3K ﹤0.01%
38
807
$3K ﹤0.01%
54
+48
808
$3K ﹤0.01%
115
809
$3K ﹤0.01%
103
-1,428
810
$3K ﹤0.01%
468
811
$3K ﹤0.01%
369
812
$3K ﹤0.01%
226
+4
813
$3K ﹤0.01%
382
-382
814
$3K ﹤0.01%
1,354
815
$3K ﹤0.01%
+352
816
$3K ﹤0.01%
33
817
$2K ﹤0.01%
192
818
$2K ﹤0.01%
58
-4,661
819
$2K ﹤0.01%
127
820
$2K ﹤0.01%
24
821
$2K ﹤0.01%
130
822
$2K ﹤0.01%
9
823
$2K ﹤0.01%
676
824
$2K ﹤0.01%
46
825
$2K ﹤0.01%
212
-47
31 32
33
34 35