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
151
$390K 0.03%
1,148
-420
152
$378K 0.03%
2,312
153
$372K 0.03%
1,728
154
$370K 0.03%
+14,000
155
$366K 0.03%
3,361
+235
156
$365K 0.03%
1,789
157
$359K 0.03%
39,220
-6,800
158
$357K 0.03%
5,787
159
$356K 0.03%
2,197
160
$355K 0.03%
+119,063
161
$350K 0.03%
3,082
162
$346K 0.03%
3,433
-10
163
$346K 0.03%
11,762
-2,860
164
$342K 0.03%
+7,900
165
$341K 0.03%
1,852
-26
166
$340K 0.03%
2,352
167
$338K 0.03%
19,000
168
$326K 0.03%
4,046
-13
169
$326K 0.03%
9,630
170
$319K 0.03%
3,840
171
$314K 0.03%
13,365
+8,093
172
$313K 0.03%
3,385
173
$302K 0.02%
2,015
-68
174
$300K 0.02%
52,345
175
$295K 0.02%
628
+328
5 6
7
8 9