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
801
$3K ﹤0.01%
22
-22
802
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50
-4
803
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124
+16
804
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42
805
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102
806
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807
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+37
808
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32
809
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37
810
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+99
811
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118
812
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15
-4
813
$3K ﹤0.01%
+904
814
$3K ﹤0.01%
110
815
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67
-28
816
$3K ﹤0.01%
84
817
$2K ﹤0.01%
58
-4,661
818
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127
819
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24
820
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70
821
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146
822
$2K ﹤0.01%
16
823
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45
824
$2K ﹤0.01%
26
825
$2K ﹤0.01%
22
31 32
33
34 35