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
1001
$3K ﹤0.01%
80
1002
$3K ﹤0.01%
48
1003
$3K ﹤0.01%
166
-1,000
1004
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5
1005
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1006
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1007
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30
1008
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1009
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1010
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1011
$3K ﹤0.01%
30
-5
1012
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1013
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1014
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68
1015
$3K ﹤0.01%
127
1016
$3K ﹤0.01%
33
1017
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17
1018
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25
1019
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18
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1020
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58
-1
1021
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85
1022
$2K ﹤0.01%
32
-118
1023
$2K ﹤0.01%
44
1024
$2K ﹤0.01%
+63
1025
$2K ﹤0.01%
52
-92
39 40
41
42 43