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
1101
$1K ﹤0.01%
4
1102
$1K ﹤0.01%
183
1103
$1K ﹤0.01%
19
1104
$1K ﹤0.01%
+10
1105
$1K ﹤0.01%
8
1106
$1K ﹤0.01%
15
1107
$1K ﹤0.01%
12
1108
$1K ﹤0.01%
22
+10
1109
$1K ﹤0.01%
85
1110
$1K ﹤0.01%
21
-20
1111
$1K ﹤0.01%
16
1112
$1K ﹤0.01%
5
1113
$1K ﹤0.01%
5
1114
$1K ﹤0.01%
27
1115
$1K ﹤0.01%
43
1116
$1K ﹤0.01%
26
1117
$1K ﹤0.01%
10
1118
$1K ﹤0.01%
21
1119
$1K ﹤0.01%
8
1120
$1K ﹤0.01%
28
1121
$1K ﹤0.01%
6
1122
$1K ﹤0.01%
+224
1123
$1K ﹤0.01%
21
-4
1124
$1K ﹤0.01%
23
1125
$1K ﹤0.01%
32