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
551
$43K ﹤0.01%
158
552
$43K ﹤0.01%
1,010
+10
553
$43K ﹤0.01%
354
554
$43K ﹤0.01%
779
+720
555
$42K ﹤0.01%
741
+476
556
$42K ﹤0.01%
357
-1,016
557
$41K ﹤0.01%
1,294
+2
558
$41K ﹤0.01%
192
+3
559
$41K ﹤0.01%
353
560
$41K ﹤0.01%
+299
561
$41K ﹤0.01%
750
562
$41K ﹤0.01%
200
563
$40K ﹤0.01%
631
+380
564
$40K ﹤0.01%
1,161
+17
565
$39K ﹤0.01%
504
+4
566
$39K ﹤0.01%
586
+398
567
$39K ﹤0.01%
218
568
$39K ﹤0.01%
+492
569
$39K ﹤0.01%
+495
570
$38K ﹤0.01%
470
571
$38K ﹤0.01%
88
572
$38K ﹤0.01%
178
573
$37K ﹤0.01%
426
574
$37K ﹤0.01%
60,000
575
$36K ﹤0.01%
856
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