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
676
$20K ﹤0.01%
296
677
$20K ﹤0.01%
273
+73
678
$20K ﹤0.01%
219
+191
679
$20K ﹤0.01%
358
+292
680
$20K ﹤0.01%
336
681
$20K ﹤0.01%
340
682
$19K ﹤0.01%
126
683
$19K ﹤0.01%
386
+1
684
$19K ﹤0.01%
300
685
$19K ﹤0.01%
210
-5
686
$19K ﹤0.01%
+578
687
$19K ﹤0.01%
179
688
$19K ﹤0.01%
6,000
689
$19K ﹤0.01%
358
690
$19K ﹤0.01%
+63
691
$19K ﹤0.01%
336
+2
692
$19K ﹤0.01%
+4,089
693
$18K ﹤0.01%
200
694
$18K ﹤0.01%
126
695
$18K ﹤0.01%
266
+5
696
$18K ﹤0.01%
709
697
$18K ﹤0.01%
1,000
698
$18K ﹤0.01%
27
-3
699
$17K ﹤0.01%
1,200
-1,785
700
$17K ﹤0.01%
250
26 27
28
29 30