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
601
$31K ﹤0.01%
101
602
$31K ﹤0.01%
360
603
$31K ﹤0.01%
998
604
$31K ﹤0.01%
220
605
$31K ﹤0.01%
195
-300
606
$30K ﹤0.01%
491
-100
607
$30K ﹤0.01%
1,493
+30
608
$30K ﹤0.01%
260
+1
609
$30K ﹤0.01%
342
610
$30K ﹤0.01%
168
611
$30K ﹤0.01%
+625
612
$30K ﹤0.01%
+3,415
613
$29K ﹤0.01%
310
614
$29K ﹤0.01%
355
+238
615
$29K ﹤0.01%
+570
616
$29K ﹤0.01%
131
617
$29K ﹤0.01%
233
618
$28K ﹤0.01%
319
-21
619
$28K ﹤0.01%
452
620
$28K ﹤0.01%
641
-74
621
$28K ﹤0.01%
72
+1
622
$28K ﹤0.01%
282
+267
623
$28K ﹤0.01%
+393
624
$28K ﹤0.01%
917
+551
625
$27K ﹤0.01%
445
+1
23 24
25
26 27