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
1151
$1K ﹤0.01%
373
1152
$1K ﹤0.01%
17
1153
$1K ﹤0.01%
24
1154
$1K ﹤0.01%
230
-9
1155
$1K ﹤0.01%
5
1156
$1K ﹤0.01%
65
1157
$1K ﹤0.01%
37
1158
$1K ﹤0.01%
9
1159
$1K ﹤0.01%
206
1160
$1K ﹤0.01%
39
1161
$1K ﹤0.01%
144
1162
$1K ﹤0.01%
3
1163
$1K ﹤0.01%
188
-610
1164
$1K ﹤0.01%
9
1165
$1K ﹤0.01%
100
1166
$1K ﹤0.01%
14
1167
$1K ﹤0.01%
16
1168
$1K ﹤0.01%
+9
1169
$1K ﹤0.01%
29
1170
– –
-103
1171
– –
-3,200
1172
– –
-73
1173
$0 ﹤0.01%
12
1174
– –
-263
1175
$0 ﹤0.01%
8
+1
45 46
47
48 49