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
726
$15K ﹤0.01%
290
727
$15K ﹤0.01%
800
+300
728
$15K ﹤0.01%
384
729
$14K ﹤0.01%
1,411
730
$14K ﹤0.01%
+495
731
$14K ﹤0.01%
128
732
$14K ﹤0.01%
61
+1
733
$14K ﹤0.01%
160
-67
734
$14K ﹤0.01%
72
735
$14K ﹤0.01%
867
736
$14K ﹤0.01%
118
737
$14K ﹤0.01%
404
738
$14K ﹤0.01%
153
739
$14K ﹤0.01%
373
740
$14K ﹤0.01%
612
741
$13K ﹤0.01%
84
742
$13K ﹤0.01%
110
-59
743
$13K ﹤0.01%
74
744
$13K ﹤0.01%
46
745
$13K ﹤0.01%
393
+128
746
$13K ﹤0.01%
341
747
$13K ﹤0.01%
84
748
$13K ﹤0.01%
231
749
$13K ﹤0.01%
172
750
$13K ﹤0.01%
+159
28 29
30
31 32