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EW

Evoke Wealth Portfolio holdings

AUM $5.42B
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
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
851
$2K ﹤0.01%
55
852
$2K ﹤0.01%
98
853
$2K ﹤0.01%
112
-26
854
$2K ﹤0.01%
41
855
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24
856
$2K ﹤0.01%
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857
$2K ﹤0.01%
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858
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862
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863
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864
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865
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866
$2K ﹤0.01%
60
867
$2K ﹤0.01%
23
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868
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869
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25
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$2K ﹤0.01%
135
871
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872
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207
873
$2K ﹤0.01%
823
-137
874
$2K ﹤0.01%
16
875
$2K ﹤0.01%
13
33 34
35
36 37