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
901
$5K ﹤0.01%
99
902
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89
903
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46
904
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334
905
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400
906
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176
907
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173
-1
908
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909
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106
910
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50
911
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75
-3,005
912
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913
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204
-3,450
914
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169
915
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114
916
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82
917
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918
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919
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95
920
$4K ﹤0.01%
823
921
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922
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25
+2
923
$4K ﹤0.01%
62
-96
924
$4K ﹤0.01%
127
925
$4K ﹤0.01%
35
35 36
37
38 39