EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.17B
AUM Growth
+$507M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$30.7M
3
+$29M
4
VAC icon
Marriott Vacations Worldwide
VAC
+$28.6M
5
DOCS icon
Doximity
DOCS
+$28.2M

Top Sells

1
+$18.4M
2
+$12.6M
3
+$11.9M
4
VZ icon
Verizon
VZ
+$9.09M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.51M

Sector Composition

1 Technology 5.06%
2 Financials 4.78%
3 Consumer Discretionary 3.48%
4 Healthcare 3.23%
5 Industrials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$9K ﹤0.01%
116
802
$9K ﹤0.01%
265
803
$9K ﹤0.01%
112
804
$9K ﹤0.01%
34
805
$9K ﹤0.01%
185
806
$9K ﹤0.01%
56
-93
807
$9K ﹤0.01%
118
808
$9K ﹤0.01%
48
809
$9K ﹤0.01%
240
810
$9K ﹤0.01%
379
811
$9K ﹤0.01%
423
+204
812
$9K ﹤0.01%
128
+1
813
$9K ﹤0.01%
129
+1
814
$8K ﹤0.01%
183
+11
815
$8K ﹤0.01%
35
816
$8K ﹤0.01%
58
817
$8K ﹤0.01%
150
818
$8K ﹤0.01%
243
819
$8K ﹤0.01%
67
+3
820
$8K ﹤0.01%
140
821
$8K ﹤0.01%
102
822
$8K ﹤0.01%
194
823
$8K ﹤0.01%
83
824
$8K ﹤0.01%
185
825
$8K ﹤0.01%
350
+310
31 32
33
34 35