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
176
$291K 0.02%
4,830
+740
177
$281K 0.02%
4,880
+413
178
$280K 0.02%
5,000
179
$280K 0.02%
3,433
+15
180
$277K 0.02%
7,485
-450
181
$276K 0.02%
3,300
182
$273K 0.02%
812
-124
183
$270K 0.02%
19,235
184
$270K 0.02%
5,576
-40
185
$266K 0.02%
3,600
186
$263K 0.02%
19,500
187
$259K 0.02%
27,667
188
$259K 0.02%
5,030
-85
189
$256K 0.02%
1,546
-26
190
$256K 0.02%
3,158
191
$250K 0.02%
1,420
192
$249K 0.02%
1,245
+37
193
$237K 0.02%
18,000
194
$234K 0.02%
7,909
-101
195
$231K 0.02%
1,385
+55
196
$230K 0.02%
2,908
-37
197
$228K 0.02%
2,349
-192
198
$228K 0.02%
8,731
199
$227K 0.02%
1,475
200
$222K 0.02%
2,212
6 7
8
9 10