EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
+$52M
2
+$14.6M
3
+$10.7M
4
WM icon
Waste Management
WM
+$10.2M
5
VZ icon
Verizon
VZ
+$10.1M

Top Sells

1
+$4.39M
2
+$4.3M
3
+$3.94M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.74M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.09M

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
101
$782K 0.06%
9,657
+55
102
$770K 0.06%
8,967
+4,146
103
$746K 0.06%
8,512
+115
104
$736K 0.06%
6,664
105
$726K 0.06%
3,799
-178
106
$712K 0.06%
287,018
107
$705K 0.06%
5,088
108
$698K 0.06%
8,439
109
$673K 0.05%
33,194
-2,045
110
$670K 0.05%
4,048
+852
111
$660K 0.05%
5,870
112
$648K 0.05%
18,596
+709
113
$646K 0.05%
5,538
+1,243
114
$628K 0.05%
8,956
-11
115
$626K 0.05%
18,239
-127,925
116
$606K 0.05%
9,900
+8,000
117
$603K 0.05%
64,500
+40,000
118
$603K 0.05%
1,230
+105
119
$591K 0.05%
2,320
120
$581K 0.05%
36,970
+4,710
121
$575K 0.05%
9,029
-315
122
$561K 0.05%
41,480
+9,480
123
$559K 0.05%
22,224
-80
124
$557K 0.05%
2,452
-9
125
$553K 0.04%
14,118
+9,920
3 4
5
6 7