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
526
$52K ﹤0.01%
641
+141
527
$52K ﹤0.01%
296
+2
528
$51K ﹤0.01%
2,000
+1,483
529
$51K ﹤0.01%
709
+1
530
$50K ﹤0.01%
167
-1
531
$49K ﹤0.01%
125
532
$49K ﹤0.01%
246
+1
533
$48K ﹤0.01%
1,278
534
$48K ﹤0.01%
300
535
$48K ﹤0.01%
317
536
$47K ﹤0.01%
+5,000
537
$47K ﹤0.01%
200
538
$47K ﹤0.01%
348
539
$46K ﹤0.01%
165
540
$46K ﹤0.01%
19
541
$46K ﹤0.01%
979
+471
542
$46K ﹤0.01%
1,820
-50
543
$45K ﹤0.01%
750
544
$45K ﹤0.01%
235
+2
545
$45K ﹤0.01%
300
+55
546
$45K ﹤0.01%
3,207
547
$44K ﹤0.01%
496
548
$44K ﹤0.01%
2,000
549
$44K ﹤0.01%
387
550
$44K ﹤0.01%
214
20 21
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