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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
1001
$1K ﹤0.01%
16
1002
$1K ﹤0.01%
127
1003
$1K ﹤0.01%
16
1004
$1K ﹤0.01%
7,500
1005
$1K ﹤0.01%
84
1006
$1K ﹤0.01%
+23
1007
$1K ﹤0.01%
+100
1008
$1K ﹤0.01%
10
1009
$1K ﹤0.01%
3
1010
$1K ﹤0.01%
54
1011
$1K ﹤0.01%
+3
1012
$1K ﹤0.01%
70
1013
– –
-70
1014
– –
-34
1015
– –
-236
1016
– –
-56
1017
– –
-6
1018
– –
-91
1019
– –
0
1020
– –
-15
1021
– –
-1,500
1022
– –
-590
1023
– –
-7,306
1024
– –
-10
1025
– –
-41
39 40
41
42 43