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
251
$464K 0.01%
144,063
+12,500
252
$462K 0.01%
1,917
-89
253
$449K 0.01%
58,339
+146
254
$449K 0.01%
3,379
+24
255
$437K 0.01%
3,385
256
$421K 0.01%
11,720
257
$414K 0.01%
1,499
+32
258
$411K 0.01%
8,731
259
$408K 0.01%
11,497
+245
260
$404K 0.01%
6,215
+17
261
$396K 0.01%
764
+15
262
$394K 0.01%
29,168
+5,001
263
$386K 0.01%
18,200
-3,000
264
$386K 0.01%
7,989
-1,491
265
$381K 0.01%
52,345
266
$373K 0.01%
1,648
267
$372K 0.01%
5,523
+6
268
$367K 0.01%
19,333
-6,154
269
$367K 0.01%
+3,100
270
$366K 0.01%
6,700
271
$366K 0.01%
2,320
272
$365K 0.01%
2,113
+188
273
$364K 0.01%
4,347
+1
274
$364K 0.01%
8,505
+4,261
275
$362K 0.01%
1,420
9 10
11
12 13