EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.26B
AUM Growth
+$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.76%
2 Financials 2.72%
3 Communication Services 2.05%
4 Consumer Discretionary 1.93%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KLAC icon
476
KLA
KLAC
$206B
$268K 0.01%
300
-164
ACRE
477
Ares Commercial Real Estate
ACRE
$281M
$267K 0.01%
54,291
+283
AZN icon
478
AstraZeneca
AZN
$293B
$267K 0.01%
+3,815
A icon
479
Agilent Technologies
A
$39.6B
$265K 0.01%
+2,246
LNG icon
480
Cheniere Energy
LNG
$44.5B
$264K 0.01%
+1,086
CMI icon
481
Cummins
CMI
$79.9B
$264K 0.01%
+806
ETSY icon
482
Etsy
ETSY
$6.1B
$264K 0.01%
+5,255
SPMO icon
483
Invesco S&P 500 Momentum ETF
SPMO
$13.7B
$260K 0.01%
2,312
-611
BRZE icon
484
Braze
BRZE
$2.58B
$259K 0.01%
9,214
+7
MUB icon
485
iShares National Muni Bond ETF
MUB
$42.1B
$258K 0.01%
2,465
-241
CYBR icon
486
CyberArk
CYBR
$22.9B
$257K 0.01%
632
-147
EXEL icon
487
Exelixis
EXEL
$11.8B
$257K 0.01%
+5,826
XYZ
488
Block Inc
XYZ
$40.1B
$256K 0.01%
3,768
-105,339
VGLT icon
489
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
$255K 0.01%
4,547
NWSA icon
490
News Corp Class A
NWSA
$14.6B
$253K 0.01%
+8,521
GL icon
491
Globe Life
GL
$11.1B
$253K 0.01%
+2,036
PINS icon
492
Pinterest
PINS
$17.5B
$253K 0.01%
+7,057
ORLY icon
493
O'Reilly Automotive
ORLY
$79.9B
$250K 0.01%
2,771
-409
BMY icon
494
Bristol-Myers Squibb
BMY
$112B
$247K 0.01%
5,328
+130
CVS icon
495
CVS Health
CVS
$99.8B
$246K 0.01%
+3,570
SMH icon
496
VanEck Semiconductor ETF
SMH
$42.5B
$245K 0.01%
+880
CCK icon
497
Crown Holdings
CCK
$12B
$244K 0.01%
+2,367
OZK icon
498
Bank OZK
OZK
$5.43B
$244K 0.01%
5,175
+133
HUM icon
499
Humana
HUM
$32.9B
$243K 0.01%
+992
ASH icon
500
Ashland
ASH
$2.88B
$243K 0.01%
+4,826