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
876
$2K ﹤0.01%
135
877
$2K ﹤0.01%
74
-17
878
$2K ﹤0.01%
823
-137
879
$2K ﹤0.01%
16
880
$2K ﹤0.01%
13
881
$2K ﹤0.01%
245
882
$2K ﹤0.01%
194
883
$2K ﹤0.01%
32
884
$2K ﹤0.01%
14
885
$2K ﹤0.01%
63
886
$2K ﹤0.01%
20
887
$2K ﹤0.01%
329
888
$2K ﹤0.01%
27
889
$2K ﹤0.01%
65
890
$2K ﹤0.01%
84
-37
891
$2K ﹤0.01%
102
-102
892
$2K ﹤0.01%
57
-17
893
$2K ﹤0.01%
24
894
$1K ﹤0.01%
19
895
$1K ﹤0.01%
86
-20
896
$1K ﹤0.01%
25
897
$1K ﹤0.01%
22
-7
898
$1K ﹤0.01%
31
899
$1K ﹤0.01%
17
-33
900
$1K ﹤0.01%
68
34 35
36
37 38