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
501
$65K ﹤0.01%
1,063
502
$61K ﹤0.01%
800
503
$61K ﹤0.01%
2,688
504
$61K ﹤0.01%
+1,785
505
$60K ﹤0.01%
906
+1
506
$59K ﹤0.01%
1,000
507
$59K ﹤0.01%
342
+25
508
$59K ﹤0.01%
141
509
$57K ﹤0.01%
2,696
+1,200
510
$56K ﹤0.01%
829
+6
511
$56K ﹤0.01%
106
512
$56K ﹤0.01%
710
513
$56K ﹤0.01%
2,101
514
$56K ﹤0.01%
1,080
-354
515
$55K ﹤0.01%
1,077
516
$55K ﹤0.01%
1,542
+1,142
517
$55K ﹤0.01%
3,500
518
$55K ﹤0.01%
593
+5
519
$54K ﹤0.01%
2,018
+1
520
$54K ﹤0.01%
1,446
+315
521
$54K ﹤0.01%
6,617
522
$54K ﹤0.01%
1,686
523
$52K ﹤0.01%
980
524
$52K ﹤0.01%
130
525
$52K ﹤0.01%
171
+28
19 20
21
22 23