We are live on ! Find out more
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
1076
$0 ﹤0.01%
16
-166
1077
$0 ﹤0.01%
3
-5
1078
– –
-59
1079
– –
-32
1080
– –
-56
1081
$0 ﹤0.01%
4
1082
– –
-26
1083
– –
-124
1084
$0 ﹤0.01%
3
1085
$0 ﹤0.01%
1
1086
– –
-968
1087
$0 ﹤0.01%
5
-869
1088
– –
-29
1089
– –
-29
1090
– –
-128
1091
$0 ﹤0.01%
3
1092
$0 ﹤0.01%
20
1093
$0 ﹤0.01%
10
1094
– –
-240
1095
– –
-23
1096
– –
-281
1097
– –
-1,354
1098
– –
-9
1099
– –
-89
1100
– –
-88
42 43
44
45 46