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
$4.8B
AUM Growth
+$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Sells

1 +$10.1M
2 +$6.24M
3 +$3.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.07M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$3M

Sector Composition

1 Technology 8.16%
2 Financials 2.52%
3 Communication Services 2.39%
4 Consumer Discretionary 1.96%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EXR icon
501
Extra Space Storage
EXR
$28.1B
$280K 0.01%
1,987
-456
ELV icon
502
Elevance Health
ELV
$73.5B
$279K 0.01%
862
+244
VTR icon
503
Ventas
VTR
$37.6B
$277K 0.01%
+3,937
NWSA icon
504
News Corp Class A
NWSA
$14.2B
$277K 0.01%
8,994
+473
SMMT icon
505
Summit Therapeutics
SMMT
$12.8B
$277K 0.01%
13,391
+63
JBHT icon
506
JB Hunt Transport Services
JBHT
$17.7B
$277K 0.01%
2,061
+644
UAL icon
507
United Airlines
UAL
$33.8B
$276K 0.01%
+2,862
BMRN icon
508
BioMarin Pharmaceuticals
BMRN
$10.4B
$276K 0.01%
5,093
+86
THG icon
509
Hanover Insurance
THG
$6.56B
$276K 0.01%
1,517
+178
VIXY icon
510
ProShares VIX Short-Term Futures ETF
VIXY
$75.6M
$276K 0.01%
+8,530
BABA icon
511
Alibaba
BABA
$384B
$275K 0.01%
+1,536
OSK icon
512
Oshkosh
OSK
$7.89B
$275K 0.01%
2,116
+2
GL icon
513
Globe Life
GL
$10.4B
$274K 0.01%
1,916
-120
CIBR icon
514
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
$274K 0.01%
3,600
WEN icon
515
Wendy's
WEN
$1.62B
$272K 0.01%
29,655
-1,550
MOS icon
516
The Mosaic Company
MOS
$7.74B
$272K 0.01%
+7,830
PRFZ icon
517
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.59B
$271K 0.01%
5,960
THC icon
518
Tenet Healthcare
THC
$18.9B
$270K 0.01%
1,331
+187
ES icon
519
Eversource Energy
ES
$24.9B
$268K 0.01%
+3,767
TRGP icon
520
Targa Resources
TRGP
$36.9B
$267K 0.01%
1,596
-591
BRZE icon
521
Braze
BRZE
$3.26B
$267K 0.01%
9,379
+165
AME icon
522
Ametek
AME
$45.4B
$262K 0.01%
1,394
+189
AWI icon
523
Armstrong World Industries
AWI
$8.12B
$261K 0.01%
+1,334
VGLT icon
524
Vanguard Long-Term Treasury ETF
VGLT
$9.85B
$259K 0.01%
4,547
COIN icon
525
Coinbase
COIN
$71B
$258K 0.01%
764
+154