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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
901
$1K ﹤0.01%
+32
902
$1K ﹤0.01%
48
903
$1K ﹤0.01%
49
904
$1K ﹤0.01%
7
905
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4
-11
906
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20
+1
907
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60
908
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183
909
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19
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910
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27
-16,200
911
$1K ﹤0.01%
5,000
912
$1K ﹤0.01%
50
913
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12
914
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16
-1,044
915
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10
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916
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85
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917
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+146
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46
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919
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920
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41
921
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26
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922
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33
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923
$1K ﹤0.01%
49
924
$1K ﹤0.01%
32
925
$1K ﹤0.01%
19
-31
35 36
37
38 39