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
876
$6K ﹤0.01%
116
877
$6K ﹤0.01%
112
878
$6K ﹤0.01%
176
879
$6K ﹤0.01%
200
880
$6K ﹤0.01%
110
881
$6K ﹤0.01%
350
882
$6K ﹤0.01%
44
883
$5K ﹤0.01%
60
+5
884
$5K ﹤0.01%
87
885
$5K ﹤0.01%
339
886
$5K ﹤0.01%
63
887
$5K ﹤0.01%
28
888
$5K ﹤0.01%
42
889
$5K ﹤0.01%
54
+5
890
$5K ﹤0.01%
42
891
$5K ﹤0.01%
95
892
$5K ﹤0.01%
124
-4
893
$5K ﹤0.01%
25
894
$5K ﹤0.01%
31
895
$5K ﹤0.01%
114
-6
896
$5K ﹤0.01%
535
897
$5K ﹤0.01%
350
898
$5K ﹤0.01%
171
899
$5K ﹤0.01%
130
900
$5K ﹤0.01%
37