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
201
$216K 0.02%
3,398
+15
202
$214K 0.02%
33,350
203
$214K 0.02%
1,058
-13
204
$211K 0.02%
14,308
205
$209K 0.02%
10,453
206
$208K 0.02%
17,000
207
$207K 0.02%
1,032
-104
208
$206K 0.02%
7,000
209
$205K 0.02%
1,084
+100
210
$202K 0.02%
12,000
+5,873
211
$199K 0.02%
13,000
212
$199K 0.02%
2,612
+205
213
$195K 0.02%
3,689
214
$194K 0.02%
7,000
215
$192K 0.02%
864
-9
216
$191K 0.02%
981
217
$188K 0.02%
3,252
218
$187K 0.02%
332
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219
$187K 0.02%
875
220
$185K 0.02%
1,273
-100
221
$182K 0.01%
3,000
222
$180K 0.01%
113,500
223
$178K 0.01%
4,913
-7
224
$174K 0.01%
1,499
-22
225
$174K 0.01%
3,125
+3
7 8
9
10 11