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
151
$1.34M 0.04%
3,684
+16
152
$1.32M 0.04%
12,906
+4
153
$1.29M 0.04%
30,775
-3,661
154
$1.27M 0.04%
6,898
155
$1.27M 0.04%
11,300
+1,449
156
$1.25M 0.04%
8,446
+3
157
$1.25M 0.04%
5,388
158
$1.24M 0.04%
34,644
+12
159
$1.23M 0.04%
11,846
160
$1.23M 0.04%
5,041
+200
161
$1.22M 0.04%
14,427
+758
162
$1.22M 0.04%
65,846
+28,165
163
$1.21M 0.04%
4,989
+50
164
$1.2M 0.04%
19,319
-79,855
165
$1.18M 0.04%
63,324
+49
166
$1.18M 0.04%
10,998
+489
167
$1.16M 0.04%
39,339
+18,698
168
$1.14M 0.04%
8,093
+3,378
169
$1.14M 0.04%
3,865
+2
170
$1.13M 0.04%
25,447
+34
171
$1.12M 0.04%
2,933
+980
172
$1.09M 0.03%
45,827
-1,399
173
$1.08M 0.03%
11,894
+5,175
174
$1.05M 0.03%
3,444
175
$1.05M 0.03%
20,408
-176
5 6
7
8 9