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
76
$5M 0.16%
61,974
-317
77
$4.9M 0.15%
19,966
-98
78
$4.62M 0.15%
366,043
-60,869
79
$4.43M 0.14%
22,513
-110
80
$4.43M 0.14%
27,063
+57
81
$4.21M 0.13%
18,175
-90
82
$4.18M 0.13%
10,519
-129
83
$4.07M 0.13%
6,333
84
$4.05M 0.13%
34,861
+18
85
$4.03M 0.13%
8,294
-44
86
$3.98M 0.13%
14,931
-103
87
$3.93M 0.12%
28,090
+850
88
$3.92M 0.12%
69,202
-516
89
$3.87M 0.12%
16,897
+39
90
$3.85M 0.12%
12,876
-61
91
$3.74M 0.12%
15,914
-1,198
92
$3.68M 0.12%
50,855
-10,073
93
$3.61M 0.11%
144,635
-40,000
94
$3.58M 0.11%
22,603
+724
95
$3.54M 0.11%
13,398
+576
96
$3.46M 0.11%
202,140
+36,911
97
$3.42M 0.11%
10,355
-145
98
$3.11M 0.1%
22,961
-1,290
99
$3.02M 0.1%
49,893
+2,228
100
$3.01M 0.1%
10,118
+16
2 3
4
5 6