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
176
$1.04M 0.03%
1,557
+27
177
$1.02M 0.03%
4,394
+28
178
$1.01M 0.03%
3,760
+1
179
$1.01M 0.03%
6,016
+1
180
$1.01M 0.03%
83,571
+65,010
181
$1M 0.03%
22,452
+9,861
182
$995K 0.03%
5,725
183
$981K 0.03%
18,871
-174,172
184
$966K 0.03%
22,249
+25
185
$957K 0.03%
10,247
+6
186
$949K 0.03%
8,941
+128
187
$933K 0.03%
7,071
+25
188
$931K 0.03%
3,663
+4
189
$931K 0.03%
32,147
-2,100
190
$931K 0.03%
6,099
-287
191
$905K 0.03%
9,756
+3,702
192
$905K 0.03%
2,568
-37,536
193
$902K 0.03%
7,897
194
$885K 0.03%
27,634
+3,360
195
$868K 0.03%
2,451
+1
196
$864K 0.03%
92,100
197
$829K 0.03%
2,584
198
$818K 0.03%
6,990
+74
199
$815K 0.03%
4,321
+939
200
$772K 0.02%
3,163
+57
6 7
8
9 10