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
301
$307K 0.01%
1,122
+159
302
$305K 0.01%
7,666
303
$303K 0.01%
381
+17
304
$293K 0.01%
1,777
+67
305
$292K 0.01%
19,235
306
$289K 0.01%
1,159
+66
307
$289K 0.01%
19,500
308
$288K 0.01%
3,302
+370
309
$287K 0.01%
2,162
+1
310
$287K 0.01%
4,522
+873
311
$284K 0.01%
6,240
312
$284K 0.01%
4,134
+40
313
$284K 0.01%
+10,210
314
$281K 0.01%
20,000
315
$279K 0.01%
7,630
+5,080
316
$279K 0.01%
3,726
317
$278K 0.01%
427
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318
$278K 0.01%
1,216
-7
319
$278K 0.01%
23,933
-111
320
$277K 0.01%
2,965
+350
321
$274K 0.01%
+3,430
322
$274K 0.01%
1,990
+350
323
$274K 0.01%
25,000
324
$271K 0.01%
5,387
-229,154
325
$269K 0.01%
2,322
+617
11 12
13
14 15