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
626
$27K ﹤0.01%
212
-1
627
$27K ﹤0.01%
767
628
$27K ﹤0.01%
75
-7
629
$27K ﹤0.01%
317
630
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897
-65
631
$27K ﹤0.01%
+265
632
$27K ﹤0.01%
340
633
$27K ﹤0.01%
10,000
634
$27K ﹤0.01%
+1,030
635
$26K ﹤0.01%
790
636
$26K ﹤0.01%
1,000
637
$26K ﹤0.01%
70
-78
638
$26K ﹤0.01%
92
639
$26K ﹤0.01%
518
640
$26K ﹤0.01%
572
641
$26K ﹤0.01%
1,188
-40
642
$26K ﹤0.01%
187
643
$26K ﹤0.01%
386
644
$26K ﹤0.01%
141
645
$25K ﹤0.01%
+350
646
$25K ﹤0.01%
462
647
$25K ﹤0.01%
990
+470
648
$25K ﹤0.01%
843
-51
649
$25K ﹤0.01%
40
650
$25K ﹤0.01%
186
24 25
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