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
426
$114K ﹤0.01%
980
+679
427
$114K ﹤0.01%
2,179
-670
428
$111K ﹤0.01%
1,550
+800
429
$111K ﹤0.01%
2,400
430
$109K ﹤0.01%
2,487
431
$109K ﹤0.01%
2,657
+18
432
$108K ﹤0.01%
2,055
+500
433
$108K ﹤0.01%
533
434
$108K ﹤0.01%
3,211
435
$108K ﹤0.01%
147,500
436
$108K ﹤0.01%
+1,400
437
$106K ﹤0.01%
726
438
$104K ﹤0.01%
4,000
439
$104K ﹤0.01%
800
440
$104K ﹤0.01%
627
+3
441
$104K ﹤0.01%
1,620
442
$103K ﹤0.01%
1,812
+9
443
$103K ﹤0.01%
1,650
444
$103K ﹤0.01%
394
445
$103K ﹤0.01%
1,196
446
$102K ﹤0.01%
220
+127
447
$101K ﹤0.01%
7,257
448
$101K ﹤0.01%
1,677
+6
449
$101K ﹤0.01%
515
450
$100K ﹤0.01%
635
16 17
18
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