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
$2.76B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,243
New
Increased
Reduced
Closed

Top Sells

1 +$71.3M
2 +$59.6M
3 +$29.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$18.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.71M

Sector Composition

1 Technology 4.03%
2 Financials 3.75%
3 Healthcare 3.24%
4 Consumer Discretionary 3.19%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
-6,240
1202
-495
1203
-654
1204
-565
1205
-24
1206
-375
1207
0
1208
-90
1209
-150
1210
-1,580
1211
-11
1212
-11,720
1213
-2,703
1214
-19
1215
-132
1216
-43
1217
-26
1218
-623
1219
-1,091
1220
-16
1221
-19
1222
-45
1223
-25
1224
-8
1225
-1,626