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
101
$2.97M 0.09%
38,237
-15
102
$2.86M 0.09%
10,308
103
$2.74M 0.09%
10,797
+4
104
$2.73M 0.09%
174,825
+75
105
$2.68M 0.08%
19,420
-600
106
$2.66M 0.08%
740,996
+5,663
107
$2.65M 0.08%
164,162
-10,520
108
$2.6M 0.08%
80,801
-1,658
109
$2.5M 0.08%
40,903
+10,422
110
$2.46M 0.08%
9,765
+105
111
$2.41M 0.08%
5,267
-324
112
$2.4M 0.08%
20,782
+3,590
113
$2.37M 0.07%
16,824
+4
114
$2.37M 0.07%
80,440
+16,690
115
$2.27M 0.07%
28,727
-1,022
116
$2.26M 0.07%
7,736
117
$2.25M 0.07%
19,693
118
$2.24M 0.07%
8,781
119
$2.24M 0.07%
12,236
-3,093
120
$2.2M 0.07%
138,939
+1
121
$2.2M 0.07%
45,810
+15
122
$2.16M 0.07%
36,611
-1,984
123
$2.12M 0.07%
90,054
+33
124
$2.06M 0.07%
11,576
+1,800
125
$2.05M 0.06%
9,991
-8
3 4
5
6 7