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
476
$78K ﹤0.01%
724
477
$77K ﹤0.01%
440
+3
478
$77K ﹤0.01%
4,300
479
$77K ﹤0.01%
+4,480
480
$76K ﹤0.01%
1,075
481
$76K ﹤0.01%
203
482
$75K ﹤0.01%
1,285
-849
483
$74K ﹤0.01%
132
484
$74K ﹤0.01%
1,762
485
$73K ﹤0.01%
549
+5
486
$73K ﹤0.01%
1,066
+6
487
$71K ﹤0.01%
2,703
488
$71K ﹤0.01%
1,268
489
$71K ﹤0.01%
1,012
490
$70K ﹤0.01%
1,110
+6
491
$70K ﹤0.01%
1,666
492
$69K ﹤0.01%
4,620
493
$69K ﹤0.01%
1,009
+7
494
$69K ﹤0.01%
848
495
$68K ﹤0.01%
510
496
$68K ﹤0.01%
3,936
+136
497
$68K ﹤0.01%
805
+250
498
$66K ﹤0.01%
698
-700
499
$66K ﹤0.01%
592
500
$66K ﹤0.01%
484
-2
18 19
20
21 22