EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
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 +$9.86M
2 +$6.18M
3 +$3.85M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.95M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$2.88M

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
$27.6B
$280K 0.01%
1,987
-456
ELV icon
502
Elevance Health
ELV
$65.2B
$279K 0.01%
862
+244
VTR icon
503
Ventas
VTR
$39.2B
$277K 0.01%
+3,937
NWSA icon
504
News Corp Class A
NWSA
$13.4B
$277K 0.01%
8,994
+473
SMMT icon
505
Summit Therapeutics
SMMT
$13.8B
$277K 0.01%
13,391
+63
JBHT icon
506
JB Hunt Transport Services
JBHT
$19.6B
$277K 0.01%
2,061
+644
UAL icon
507
United Airlines
UAL
$30B
$276K 0.01%
+2,862
BMRN icon
508
BioMarin Pharmaceuticals
BMRN
$10.7B
$276K 0.01%
5,093
+86
THG icon
509
Hanover Insurance
THG
$6.04B
$276K 0.01%
1,517
+178
VIXY icon
510
ProShares VIX Short-Term Futures ETF
VIXY
$84.6M
$276K 0.01%
+8,530
BABA icon
511
Alibaba
BABA
$299B
$275K 0.01%
+1,536
OSK icon
512
Oshkosh
OSK
$9.09B
$275K 0.01%
2,116
+2
GL icon
513
Globe Life
GL
$10.9B
$274K 0.01%
1,916
-120
CIBR icon
514
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.54B
$274K 0.01%
3,600
WEN icon
515
Wendy's
WEN
$1.35B
$272K 0.01%
29,655
-1,550
MOS icon
516
The Mosaic Company
MOS
$7.98B
$272K 0.01%
+7,830
PRFZ icon
517
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.63B
$271K 0.01%
5,960
THC icon
518
Tenet Healthcare
THC
$17.1B
$270K 0.01%
1,331
+187
ES icon
519
Eversource Energy
ES
$25.5B
$268K 0.01%
+3,767
TRGP icon
520
Targa Resources
TRGP
$53.8B
$267K 0.01%
1,596
-591
BRZE icon
521
Braze
BRZE
$2.83B
$267K 0.01%
9,379
+165
AME icon
522
Ametek
AME
$48.9B
$262K 0.01%
1,394
+189
AWI icon
523
Armstrong World Industries
AWI
$7.12B
$261K 0.01%
+1,334
VGLT icon
524
Vanguard Long-Term Treasury ETF
VGLT
$10.7B
$259K 0.01%
4,547
COIN icon
525
Coinbase
COIN
$46B
$258K 0.01%
764
+154