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
1001
$3K ﹤0.01%
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1002
$3K ﹤0.01%
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1003
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1004
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1005
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1006
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1007
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1008
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1009
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1010
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1011
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30
-5
1012
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1013
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1014
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1015
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127
1016
$3K ﹤0.01%
33
1017
$2K ﹤0.01%
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1018
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1019
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1020
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1021
$2K ﹤0.01%
9
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1022
$2K ﹤0.01%
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1023
$2K ﹤0.01%
19
1024
$2K ﹤0.01%
33
-8
1025
$2K ﹤0.01%
21
+1
39 40
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42 43