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
26
$22.9M 0.72%
+216,000
27
$21.7M 0.68%
+432,432
28
$20.5M 0.65%
92,318
+72,816
29
$19.9M 0.63%
604,295
+156,120
30
$15.4M 0.49%
87,626
-124
31
$15.1M 0.48%
88,000
+9,153
32
$14.4M 0.45%
87,240
+200
33
$13.4M 0.42%
78,568
+102
34
$12.3M 0.39%
118,841
+119
35
$12.1M 0.38%
46,716
-2,482
36
$11.7M 0.37%
112,729
+18,821
37
$11.7M 0.37%
32,599
-116
38
$11.7M 0.37%
29,866
-159
39
$11.4M 0.36%
234,041
+20,059
40
$11.2M 0.35%
142,438
+19,580
41
$10.4M 0.33%
20,712
+1
42
$10.3M 0.33%
60,423
-5,144
43
$9.78M 0.31%
55,970
+27
44
$9.41M 0.3%
15,352
-82
45
$9.1M 0.29%
25,850
-135
46
$8.88M 0.28%
102,096
+55,021
47
$8.28M 0.26%
22,111
+10
48
$8.11M 0.26%
38,856
+7,798
49
$8.07M 0.25%
48,368
+74
50
$7.8M 0.25%
3,721
-20
1
2
3 4 5