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
$3.59B
AUM Growth
-$73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Sells

1 +$41.7M
2 +$10M
3 +$6.37M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.57M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$5.11M

Sector Composition

1 Technology 5.81%
2 Financials 2.61%
3 Healthcare 2.28%
4 Consumer Discretionary 2.09%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
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302
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6,462
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