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
1051
$2K ﹤0.01%
26
1052
$2K ﹤0.01%
8
1053
$2K ﹤0.01%
25
1054
$2K ﹤0.01%
9
+2
1055
$2K ﹤0.01%
37
1056
$2K ﹤0.01%
18
1057
$2K ﹤0.01%
56
1058
$2K ﹤0.01%
41
1059
$2K ﹤0.01%
112
1060
$2K ﹤0.01%
65
+1
1061
$2K ﹤0.01%
63
1062
$2K ﹤0.01%
23
1063
$2K ﹤0.01%
19
1064
$2K ﹤0.01%
42
1065
$2K ﹤0.01%
+37
1066
$2K ﹤0.01%
25
-1
1067
$2K ﹤0.01%
250
1068
$2K ﹤0.01%
5
1069
$2K ﹤0.01%
97
1070
$2K ﹤0.01%
10
1071
$2K ﹤0.01%
177
1072
$2K ﹤0.01%
23
1073
$2K ﹤0.01%
23
1074
$2K ﹤0.01%
54
1075
$2K ﹤0.01%
18
41 42
43
44 45