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
FDIS icon
526
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.84B
$224K 0.01%
+2,377
MBLY icon
527
Mobileye
MBLY
$10B
$222K 0.01%
12,330
BWA icon
528
BorgWarner
BWA
$9.71B
$221K 0.01%
+6,615
BBY icon
529
Best Buy
BBY
$15.9B
$221K 0.01%
+3,250
PGX icon
530
Invesco Preferred ETF
PGX
$3.85B
$221K 0.01%
19,848
EWS icon
531
iShares MSCI Singapore ETF
EWS
$875M
$221K 0.01%
8,500
MO icon
532
Altria Group
MO
$97.7B
$220K 0.01%
+3,659
NUE icon
533
Nucor
NUE
$33.8B
$220K 0.01%
+1,691
AME icon
534
Ametek
AME
$44.7B
$218K 0.01%
+1,205
SAP icon
535
SAP
SAP
$285B
$218K 0.01%
+717
DUOL icon
536
Duolingo
DUOL
$8.56B
$216K ﹤0.01%
+526
MTG icon
537
MGIC Investment
MTG
$6.31B
$215K ﹤0.01%
+7,734
COIN icon
538
Coinbase
COIN
$76.3B
$214K ﹤0.01%
+610
EW icon
539
Edwards Lifesciences
EW
$50B
$212K ﹤0.01%
+2,713
GWRE icon
540
Guidewire Software
GWRE
$18.9B
$210K ﹤0.01%
+894
CCI icon
541
Crown Castle
CCI
$39.5B
$209K ﹤0.01%
+2,030
MDYG icon
542
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.39B
$208K ﹤0.01%
+2,392
AXON icon
543
Axon Enterprise
AXON
$43.7B
$207K ﹤0.01%
+250
EBAY icon
544
eBay
EBAY
$37.9B
$207K ﹤0.01%
2,780
-1,098
UL icon
545
Unilever
UL
$145B
$206K ﹤0.01%
+3,373
VSS icon
546
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.82B
$206K ﹤0.01%
+1,532
FMC icon
547
FMC
FMC
$1.7B
$205K ﹤0.01%
+4,841
APP icon
548
Applovin
APP
$188B
$205K ﹤0.01%
+585
NMAX
549
Newsmax Inc
NMAX
$1.1B
$205K ﹤0.01%
+13,530
MOH icon
550
Molina Healthcare
MOH
$7.12B
$205K ﹤0.01%
+687