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
576
$36K ﹤0.01%
814
+484
577
$36K ﹤0.01%
556
+7
578
$36K ﹤0.01%
57
-1
579
$36K ﹤0.01%
+5,245
580
$35K ﹤0.01%
75
581
$35K ﹤0.01%
6,055
582
$35K ﹤0.01%
137
+36
583
$35K ﹤0.01%
3,174
584
$35K ﹤0.01%
+295
585
$35K ﹤0.01%
2,221
+1,234
586
$34K ﹤0.01%
594
587
$34K ﹤0.01%
2,143
+1,849
588
$33K ﹤0.01%
564
+8
589
$33K ﹤0.01%
1,262
+1,216
590
$33K ﹤0.01%
1,095
591
$33K ﹤0.01%
1,840
592
$33K ﹤0.01%
584
593
$33K ﹤0.01%
375
594
$33K ﹤0.01%
313
595
$32K ﹤0.01%
188
+150
596
$32K ﹤0.01%
742
+1
597
$32K ﹤0.01%
106
598
$32K ﹤0.01%
567
+4
599
$32K ﹤0.01%
187
600
$32K ﹤0.01%
+921
22 23
24
25 26