EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
+$52M
2
+$14.6M
3
+$10.7M
4
WM icon
Waste Management
WM
+$10.2M
5
VZ icon
Verizon
VZ
+$10.1M

Top Sells

1
+$4.39M
2
+$4.3M
3
+$3.94M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.74M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.09M

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
76
$1.08M 0.09%
58,875
+29,660
77
$1.08M 0.09%
73,699
+30,500
78
$1.07M 0.09%
85,972
+50,859
79
$1.06M 0.09%
11,823
80
$1.04M 0.08%
34,665
+23
81
$1.03M 0.08%
7,194
-2,931
82
$1.02M 0.08%
58,704
83
$1.02M 0.08%
12,875
-47,333
84
$1.01M 0.08%
3,642
+396
85
$1.01M 0.08%
5,053
+605
86
$1.01M 0.08%
10,752
87
$1.01M 0.08%
13,331
88
$1M 0.08%
17,460
89
$1M 0.08%
2,957
-20
90
$963K 0.08%
6,960
+5,400
91
$958K 0.08%
13,040
-3,860
92
$954K 0.08%
61,000
93
$917K 0.07%
25,132
+496
94
$911K 0.07%
4,202
-141
95
$892K 0.07%
78,559
+49,477
96
$884K 0.07%
3,223
97
$860K 0.07%
3,863
+11
98
$842K 0.07%
4,275
-302
99
$830K 0.07%
2,663
100
$810K 0.07%
10,049
+308
2 3
4
5 6