EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.05B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,294
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$7.33M
3
+$7.17M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.78M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$5.46M

Top Sells

1
+$32.5M
2
+$22.9M
3
+$6.44M
4
MDLZ icon
Mondelez International
MDLZ
+$6.18M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$5.33M

Sector Composition

1 Financials 4.9%
2 Technology 4.79%
3 Consumer Discretionary 3.36%
4 Healthcare 3.05%
5 Industrials 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$543K 0.02%
44,274
227
$539K 0.02%
27,654
228
$535K 0.02%
14,492
+800
229
$525K 0.02%
3,472
+98
230
$523K 0.02%
6,326
+111
231
$521K 0.02%
1,706
232
$514K 0.02%
14,100
-900
233
$505K 0.02%
13,887
+35
234
$500K 0.02%
36,800
235
$498K 0.02%
33,000
236
$493K 0.02%
1,494
-1,439
237
$492K 0.02%
58,464
+125
238
$491K 0.02%
5,623
+117
239
$490K 0.02%
6,360
240
$485K 0.02%
27,030
241
$475K 0.02%
19,376
+43
242
$470K 0.02%
1,642
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243
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2,217
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244
$460K 0.02%
18,871
+332
245
$459K 0.02%
30,200
246
$449K 0.01%
4,123
-104
247
$434K 0.01%
3,385
248
$417K 0.01%
29,168
249
$414K 0.01%
719
+86
250
$411K 0.01%
9,389
+430
8 9
10
11 12