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
776
$11K ﹤0.01%
82
-64
777
$11K ﹤0.01%
484
778
$11K ﹤0.01%
16
779
$11K ﹤0.01%
68
780
$11K ﹤0.01%
+792
781
$11K ﹤0.01%
404
+16
782
$11K ﹤0.01%
51
783
$11K ﹤0.01%
105
+4
784
$11K ﹤0.01%
41
785
$11K ﹤0.01%
273
786
$11K ﹤0.01%
729
-12,800
787
$10K ﹤0.01%
96
788
$10K ﹤0.01%
143
789
$10K ﹤0.01%
160
790
$10K ﹤0.01%
+529
791
$10K ﹤0.01%
230
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792
$10K ﹤0.01%
61
793
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794
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586
795
$10K ﹤0.01%
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796
$10K ﹤0.01%
110
+5
797
$10K ﹤0.01%
112
798
$10K ﹤0.01%
87
-48
799
$9K ﹤0.01%
76
800
$9K ﹤0.01%
38
30 31
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