EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Fund
S&P 500
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
976
$1K ﹤0.01%
19
-34
977
$1K ﹤0.01%
41
978
$1K ﹤0.01%
171
979
$1K ﹤0.01%
7
980
$1K ﹤0.01%
263
+109
981
$1K ﹤0.01%
37
-70
982
$1K ﹤0.01%
3
983
$1K ﹤0.01%
4
984
$1K ﹤0.01%
18
985
$1K ﹤0.01%
131
986
$1K ﹤0.01%
106
-75
987
$1K ﹤0.01%
42
988
$1K ﹤0.01%
+16
989
$1K ﹤0.01%
15
990
$1K ﹤0.01%
30
991
$1K ﹤0.01%
389
-205
992
$1K ﹤0.01%
29
-9
993
$1K ﹤0.01%
250
-4
994
$1K ﹤0.01%
5
995
$1K ﹤0.01%
3
-17
996
$1K ﹤0.01%
10
-6
997
$1K ﹤0.01%
24
998
$1K ﹤0.01%
265
+168
999
$1K ﹤0.01%
37
-143
1000
$1K ﹤0.01%
54
38 39
40
41 42