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
$1.23B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$52.4M
2
+$14.7M
3
+$10.1M
4
CMCSA icon
Comcast
CMCSA
+$10M
5
WM icon
Waste Management
WM
+$9.95M

Top Sells

1
+$5.23M
2
+$4.31M
3
+$3.84M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.8M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.06M

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
826
$2K ﹤0.01%
22
827
$2K ﹤0.01%
39
828
$2K ﹤0.01%
52
-45
829
$2K ﹤0.01%
169
830
$2K ﹤0.01%
15
831
$2K ﹤0.01%
40
832
$2K ﹤0.01%
85
-48
833
$2K ﹤0.01%
26
-29
834
$2K ﹤0.01%
32
-104
835
$2K ﹤0.01%
34
836
$2K ﹤0.01%
26
837
$2K ﹤0.01%
21
838
$2K ﹤0.01%
33
839
$2K ﹤0.01%
49
840
$2K ﹤0.01%
51
-230
841
$2K ﹤0.01%
27
-18
842
$2K ﹤0.01%
240
843
$2K ﹤0.01%
20
-23
844
$2K ﹤0.01%
91
-39
845
$2K ﹤0.01%
130
846
$2K ﹤0.01%
9
847
$2K ﹤0.01%
676
848
$2K ﹤0.01%
46
849
$2K ﹤0.01%
212
-47
850
$2K ﹤0.01%
376
32 33
34
35 36