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
651
$25K ﹤0.01%
550
652
$24K ﹤0.01%
1,097
653
$24K ﹤0.01%
700
+100
654
$24K ﹤0.01%
1,081
655
$24K ﹤0.01%
109
656
$24K ﹤0.01%
546
-124
657
$23K ﹤0.01%
78
658
$23K ﹤0.01%
310
+5
659
$23K ﹤0.01%
128
+1
660
$23K ﹤0.01%
505
661
$23K ﹤0.01%
128
+1
662
$23K ﹤0.01%
+262
663
$23K ﹤0.01%
210
664
$23K ﹤0.01%
327
+264
665
$22K ﹤0.01%
229
666
$22K ﹤0.01%
728
667
$22K ﹤0.01%
328
-1
668
$22K ﹤0.01%
976
-985
669
$22K ﹤0.01%
119
+2
670
$21K ﹤0.01%
1,020
671
$21K ﹤0.01%
274
+219
672
$21K ﹤0.01%
43
673
$21K ﹤0.01%
222
+190
674
$20K ﹤0.01%
174
+164
675
$20K ﹤0.01%
2,000
-1,010
25 26
27
28 29