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
826
$8K ﹤0.01%
168
827
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828
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1,000
829
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1,131
-679
830
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831
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94
832
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20
833
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834
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74
+60
835
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11
836
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68
837
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2,252
838
$7K ﹤0.01%
423
839
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42
+3
840
$7K ﹤0.01%
63
841
$7K ﹤0.01%
24
+1
842
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46
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32
844
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24
845
$7K ﹤0.01%
585
846
$7K ﹤0.01%
157
847
$7K ﹤0.01%
598
848
$7K ﹤0.01%
+2,000
849
$7K ﹤0.01%
34
850
$7K ﹤0.01%
140
32 33
34
35 36