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
376
$185K 0.01%
1,133
+2
377
$185K 0.01%
1,800
378
$185K 0.01%
828
+142
379
$183K 0.01%
2,071
+173
380
$178K 0.01%
2,565
+2,500
381
$175K 0.01%
7,000
382
$169K 0.01%
1,732
383
$167K 0.01%
2,796
+373
384
$167K 0.01%
887
+78
385
$165K 0.01%
799
+1
386
$164K 0.01%
3,315
387
$163K 0.01%
4,400
+3,972
388
$161K 0.01%
316
+23
389
$161K 0.01%
2,576
+709
390
$161K 0.01%
1,668
+5
391
$160K 0.01%
3,390
392
$160K 0.01%
1,420
393
$160K 0.01%
700
+100
394
$155K ﹤0.01%
3,972
+520
395
$152K ﹤0.01%
1,446
+11
396
$151K ﹤0.01%
1,500
397
$150K ﹤0.01%
3,638
+356
398
$148K ﹤0.01%
2,233
399
$148K ﹤0.01%
1,376
400
$148K ﹤0.01%
1,092
+515
14 15
16
17 18