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
351
$215K 0.01%
1,050
+1,027
352
$214K 0.01%
10,152
+10,147
353
$213K 0.01%
2,603
354
$213K 0.01%
2,536
+500
355
$211K 0.01%
1,889
356
$209K 0.01%
+10,734
357
$209K 0.01%
3,134
-170
358
$208K 0.01%
1,548
-8
359
$205K 0.01%
+6,916
360
$205K 0.01%
4,270
+302
361
$205K 0.01%
4,750
+1,775
362
$200K 0.01%
12,179
363
$199K 0.01%
1,900
364
$197K 0.01%
1,181
365
$196K 0.01%
4,130
366
$196K 0.01%
1,074
367
$195K 0.01%
3,630
368
$194K 0.01%
2,547
369
$193K 0.01%
47,000
370
$192K 0.01%
520
+1
371
$191K 0.01%
2,436
+6
372
$191K 0.01%
4,292
373
$190K 0.01%
758
+389
374
$188K 0.01%
4,227
+1
375
$186K 0.01%
3,082
13 14
15
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