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
951
$4K ﹤0.01%
76
952
$4K ﹤0.01%
85
953
$4K ﹤0.01%
67
954
$4K ﹤0.01%
82
955
$4K ﹤0.01%
26
956
$4K ﹤0.01%
300
957
$4K ﹤0.01%
15
958
$4K ﹤0.01%
39
959
$4K ﹤0.01%
29
960
$4K ﹤0.01%
63
961
$4K ﹤0.01%
58
962
$4K ﹤0.01%
26
+3
963
$4K ﹤0.01%
107
964
$4K ﹤0.01%
151
965
$4K ﹤0.01%
22
966
$4K ﹤0.01%
66
967
$4K ﹤0.01%
172
-46
968
$4K ﹤0.01%
74
969
$4K ﹤0.01%
89
-2
970
$4K ﹤0.01%
43
+4
971
$4K ﹤0.01%
38
972
$4K ﹤0.01%
103
973
$3K ﹤0.01%
192
974
$3K ﹤0.01%
66
975
$3K ﹤0.01%
146
37 38
39
40 41