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
451
$100K ﹤0.01%
2,778
+12
452
$96K ﹤0.01%
1,718
453
$95K ﹤0.01%
412
454
$94K ﹤0.01%
1,434
455
$94K ﹤0.01%
1,754
-636
456
$93K ﹤0.01%
2,966
457
$93K ﹤0.01%
900
458
$93K ﹤0.01%
596
459
$92K ﹤0.01%
5,000
460
$92K ﹤0.01%
366
-17
461
$90K ﹤0.01%
+520
462
$90K ﹤0.01%
1,245
+2
463
$90K ﹤0.01%
3,300
464
$90K ﹤0.01%
20,000
465
$89K ﹤0.01%
2,059
+859
466
$89K ﹤0.01%
2,940
467
$88K ﹤0.01%
612
+3
468
$88K ﹤0.01%
+1,883
469
$87K ﹤0.01%
+1,300
470
$85K ﹤0.01%
45
471
$84K ﹤0.01%
944
+413
472
$84K ﹤0.01%
594
473
$84K ﹤0.01%
700
474
$80K ﹤0.01%
451
+12
475
$79K ﹤0.01%
1,292
+592
17 18
19
20 21