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
751
$13K ﹤0.01%
49
-100
752
$13K ﹤0.01%
95
+2
753
$13K ﹤0.01%
307
+1
754
$12K ﹤0.01%
449
755
$12K ﹤0.01%
559
756
$12K ﹤0.01%
375
757
$12K ﹤0.01%
90
758
$12K ﹤0.01%
89
759
$12K ﹤0.01%
686
-7,000
760
$12K ﹤0.01%
72
761
$12K ﹤0.01%
340
762
$12K ﹤0.01%
715
-34
763
$12K ﹤0.01%
344
+4
764
$12K ﹤0.01%
369
765
$11K ﹤0.01%
260
766
$11K ﹤0.01%
1,800
-1,154
767
$11K ﹤0.01%
132
768
$11K ﹤0.01%
72
769
$11K ﹤0.01%
49
770
$11K ﹤0.01%
2,850
771
$11K ﹤0.01%
180
772
$11K ﹤0.01%
47
773
$11K ﹤0.01%
92
+3
774
$11K ﹤0.01%
143
775
$11K ﹤0.01%
121
29 30
31
32 33