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
51
$7.74M 0.24%
56,595
+29
52
$7.74M 0.24%
49,888
+11,840
53
$7.68M 0.24%
54,627
-3,642
54
$7.66M 0.24%
47,820
+1,753
55
$7.14M 0.23%
15,135
+4
56
$7.13M 0.22%
61,442
+184
57
$7.13M 0.22%
24,318
+23,477
58
$7.08M 0.22%
117,850
+25,800
59
$6.93M 0.22%
368,395
+14,768
60
$6.82M 0.22%
89,036
-16,205
61
$6.71M 0.21%
227,681
+26,546
62
$6.59M 0.21%
189,384
+16,580
63
$6.55M 0.21%
310,950
64
$6.53M 0.21%
97,999
+7
65
$6.52M 0.21%
74,718
-1,079
66
$6.47M 0.2%
42,103
+907
67
$6.31M 0.2%
69,163
+332
68
$6.15M 0.19%
18,165
+8,788
69
$6.14M 0.19%
72,008
-183
70
$6.09M 0.19%
3,587
-20
71
$6.03M 0.19%
29,147
+298
72
$5.84M 0.18%
107,666
-546
73
$5.75M 0.18%
27,699
+1
74
$5.68M 0.18%
74,758
-335
75
$5.51M 0.17%
15,912
-107
1 2
3
4 5