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
1176
$0 ﹤0.01%
+4
1177
$0 ﹤0.01%
5
1178
– –
-216
1179
$0 ﹤0.01%
4
1180
$0 ﹤0.01%
8
1181
$0 ﹤0.01%
7
1182
– –
-330
1183
– –
0
1184
$0 ﹤0.01%
+6
1185
– –
-500
1186
– –
-26
1187
$0 ﹤0.01%
8
1188
– –
-100
1189
– –
-353
1190
– –
-386
1191
– –
-84
1192
– –
-60
1193
– –
-100
1194
$0 ﹤0.01%
5
-2,665
1195
– –
-1,131
1196
$0 ﹤0.01%
2
1197
$0 ﹤0.01%
4
1198
– –
-57
1199
$0 ﹤0.01%
17
1200
– –
-100
46 47
48
49 50