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
326
$266K 0.01%
5,575
+185
327
$262K 0.01%
2,537
+352
328
$260K 0.01%
+1,975
329
$260K 0.01%
10,168
+9,660
330
$259K 0.01%
2,375
+70
331
$258K 0.01%
9,906
+837
332
$257K 0.01%
3,418
+43
333
$256K 0.01%
1,702
+5
334
$255K 0.01%
1,223
335
$252K 0.01%
14,139
+5,200
336
$250K 0.01%
7,331
-1,888
337
$250K 0.01%
3,300
338
$245K 0.01%
14,308
339
$244K 0.01%
18,000
340
$243K 0.01%
978
341
$243K 0.01%
2,352
+2,200
342
$233K 0.01%
33,350
343
$233K 0.01%
5,000
344
$231K 0.01%
10,453
345
$228K 0.01%
3,663
-279
346
$228K 0.01%
1,352
+8
347
$222K 0.01%
17,000
348
$219K 0.01%
1,565
+3
349
$218K 0.01%
1,843
+4
350
$216K 0.01%
9,049
+49
12 13
14
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