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
126
$551K 0.04%
1,983
127
$539K 0.04%
10,000
-3
128
$528K 0.04%
12,000
-3,000
129
$526K 0.04%
1,084
130
$524K 0.04%
2,085
-2
131
$513K 0.04%
2,016
+80
132
$512K 0.04%
10,292
-40
133
$509K 0.04%
17,004
-540
134
$502K 0.04%
4,911
+1,461
135
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3,199
136
$476K 0.04%
2,155
-100
137
$476K 0.04%
36,652
+30,178
138
$473K 0.04%
3,688
139
$472K 0.04%
6,800
-20
140
$460K 0.04%
7,700
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141
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13,733
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142
$444K 0.04%
1,251
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143
$421K 0.03%
23,911
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144
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1,288
145
$420K 0.03%
7,181
146
$414K 0.03%
8,883
+2,691
147
$413K 0.03%
19,164
-154
148
$411K 0.03%
5,159
+514
149
$400K 0.03%
1,706
150
$394K 0.03%
1,733
4 5
6
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