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
126
$2.03M 0.06%
9,037
-201
127
$2.02M 0.06%
4,870
128
$1.96M 0.06%
24,140
+2
129
$1.92M 0.06%
9,536
+100
130
$1.9M 0.06%
17,785
+3
131
$1.83M 0.06%
3,039
+402
132
$1.83M 0.06%
28,819
+1,287
133
$1.82M 0.06%
99,529
+1,631
134
$1.8M 0.06%
4
135
$1.76M 0.06%
287,018
136
$1.69M 0.05%
78,617
137
$1.68M 0.05%
121,038
+151
138
$1.52M 0.05%
12,433
+455
139
$1.51M 0.05%
19,655
+19,600
140
$1.5M 0.05%
94,422
+138
141
$1.48M 0.05%
17,425
+2,430
142
$1.46M 0.05%
125,871
+128
143
$1.45M 0.05%
17,460
144
$1.44M 0.05%
3,470
145
$1.4M 0.04%
44,752
-5,542
146
$1.4M 0.04%
83,360
+87
147
$1.39M 0.04%
24,490
+1,875
148
$1.38M 0.04%
3,327
-206
149
$1.35M 0.04%
2,380
+29
150
$1.34M 0.04%
8,206
-272
4 5
6
7 8