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
926
$4K ﹤0.01%
169
927
$4K ﹤0.01%
78
928
$4K ﹤0.01%
44
+6
929
$4K ﹤0.01%
112
930
$4K ﹤0.01%
995
931
$4K ﹤0.01%
131
932
$4K ﹤0.01%
39
933
$4K ﹤0.01%
24
934
$4K ﹤0.01%
76
935
$4K ﹤0.01%
85
936
$4K ﹤0.01%
67
937
$4K ﹤0.01%
82
938
$4K ﹤0.01%
26
939
$4K ﹤0.01%
300
940
$4K ﹤0.01%
15
941
$4K ﹤0.01%
39
942
$4K ﹤0.01%
66
943
$4K ﹤0.01%
172
-46
944
$4K ﹤0.01%
74
945
$4K ﹤0.01%
147
946
$4K ﹤0.01%
230
947
$4K ﹤0.01%
34
948
$4K ﹤0.01%
400
949
$4K ﹤0.01%
315
950
$4K ﹤0.01%
19
36 37
38
39 40