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
401
$147K ﹤0.01%
3,322
402
$145K ﹤0.01%
2,498
+434
403
$145K ﹤0.01%
897
404
$144K ﹤0.01%
2,676
-241
405
$143K ﹤0.01%
2,032
+32
406
$141K ﹤0.01%
1,077
407
$139K ﹤0.01%
+12,310
408
$137K ﹤0.01%
11,180
409
$136K ﹤0.01%
524
-86
410
$135K ﹤0.01%
937
411
$134K ﹤0.01%
608
-2
412
$132K ﹤0.01%
3,056
413
$130K ﹤0.01%
809
+2
414
$130K ﹤0.01%
+405
415
$126K ﹤0.01%
1,446
-134
416
$125K ﹤0.01%
5,056
417
$123K ﹤0.01%
2,872
418
$123K ﹤0.01%
2,088
+30
419
$122K ﹤0.01%
1,010
420
$122K ﹤0.01%
1,111
+1
421
$120K ﹤0.01%
2,868
+10
422
$119K ﹤0.01%
2,005
+1
423
$119K ﹤0.01%
2,768
+1,062
424
$116K ﹤0.01%
1,935
425
$114K ﹤0.01%
1,958
15 16
17
18 19