EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.17B
AUM Growth
+$507M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$30.1M
3
+$30.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$30M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$27.6M

Top Sells

1
+$18.4M
2
+$13.2M
3
+$11.5M
4
VZ icon
Verizon
VZ
+$9.05M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.73M

Sector Composition

1 Technology 5.06%
2 Financials 4.78%
3 Consumer Discretionary 3.48%
4 Healthcare 3.23%
5 Industrials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$581K 0.02%
12,000
+2,253
227
$565K 0.02%
+31,807
228
$549K 0.02%
28,000
-700
229
$541K 0.02%
5,506
+590
230
$540K 0.02%
+27,654
231
$538K 0.02%
6,360
232
$528K 0.02%
3,375
+2
233
$525K 0.02%
8,959
+815
234
$514K 0.02%
13,852
+5,135
235
$513K 0.02%
+27,030
236
$510K 0.02%
13,692
+85
237
$509K 0.02%
3,223
238
$508K 0.02%
9,525
-56
239
$507K 0.02%
36,039
+135
240
$502K 0.02%
4,227
+56
241
$501K 0.02%
333,690
242
$493K 0.02%
2,467
243
$491K 0.02%
9,245
+814
244
$491K 0.02%
11,992
+4,106
245
$484K 0.02%
36,800
246
$480K 0.02%
+18,539
247
$478K 0.02%
33,000
248
$477K 0.02%
2,352
249
$468K 0.01%
5,006
-500
250
$466K 0.01%
30,200
-3,100
8 9
10
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