EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
826
$8K ﹤0.01%
168
827
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828
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1,000
829
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1,131
-679
830
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831
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24
832
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585
833
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834
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835
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+2,000
836
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837
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20
838
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34
839
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840
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841
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156
842
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115
+2
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$7K ﹤0.01%
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844
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74
+60
845
$7K ﹤0.01%
11
846
$7K ﹤0.01%
68
847
$7K ﹤0.01%
2,252
848
$7K ﹤0.01%
423
849
$7K ﹤0.01%
42
+3
850
$7K ﹤0.01%
63
32 33
34
35 36