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
1151
$1K ﹤0.01%
37
1152
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9
1153
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1154
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1156
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3
1157
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-610
1158
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1160
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1161
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+295
1165
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43
1166
$1K ﹤0.01%
27
1167
– –
0
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1169
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22
1170
– –
-353
1171
$0 ﹤0.01%
17
1172
– –
-1,000
1173
– –
-1,099
1174
– –
-11
1175
– –
-724
45 46
47
48 49