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
276
$361K 0.01%
1,539
277
$359K 0.01%
633
+1
278
$358K 0.01%
5,380
+490
279
$357K 0.01%
2,674
+900
280
$356K 0.01%
17,153
+136
281
$356K 0.01%
934
+25
282
$354K 0.01%
19,000
283
$349K 0.01%
2,184
284
$348K 0.01%
4,038
-39,210
285
$347K 0.01%
842
+38
286
$338K 0.01%
13,701
287
$338K 0.01%
+25,583
288
$338K 0.01%
35,131
-2,838
289
$336K 0.01%
2,208
+310
290
$336K 0.01%
1,055
291
$334K 0.01%
8,235
292
$332K 0.01%
1,500
293
$331K 0.01%
5,485
+675
294
$330K 0.01%
1,213
+1
295
$329K 0.01%
955
+40
296
$324K 0.01%
1,553
-248
297
$323K 0.01%
6,726
+282
298
$322K 0.01%
381
+10
299
$319K 0.01%
4,435
+4,415
300
$316K 0.01%
879
+702
10 11
12
13 14