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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
926
$1K ﹤0.01%
21
927
$1K ﹤0.01%
11
928
$1K ﹤0.01%
28
929
$1K ﹤0.01%
25
930
$1K ﹤0.01%
6
-16
931
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29
932
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85
933
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934
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935
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67
936
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19
937
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938
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25
939
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22
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11
941
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942
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947
$1K ﹤0.01%
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948
$1K ﹤0.01%
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949
$1K ﹤0.01%
263
+109
950
$1K ﹤0.01%
37
-70
36 37
38
39 40