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
701
$17K ﹤0.01%
326
-1,635
702
$17K ﹤0.01%
311
703
$17K ﹤0.01%
50
704
$17K ﹤0.01%
240
705
$17K ﹤0.01%
138
706
$17K ﹤0.01%
360
707
$17K ﹤0.01%
256
+6
708
$17K ﹤0.01%
251
709
$17K ﹤0.01%
1,282
+1
710
$16K ﹤0.01%
+160
711
$16K ﹤0.01%
+145
712
$16K ﹤0.01%
+372
713
$16K ﹤0.01%
64
714
$16K ﹤0.01%
550
715
$16K ﹤0.01%
220
716
$16K ﹤0.01%
517
+1
717
$16K ﹤0.01%
270
718
$16K ﹤0.01%
170
-453
719
$16K ﹤0.01%
+745
720
$16K ﹤0.01%
+4,225
721
$15K ﹤0.01%
537
722
$15K ﹤0.01%
283
723
$15K ﹤0.01%
313
724
$15K ﹤0.01%
304
+301
725
$15K ﹤0.01%
668
+1
27 28
29
30 31