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
$2.76B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,243
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$55.4M
3
+$39.5M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$37.5M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$35.2M

Top Sells

1
+$71.3M
2
+$59.6M
3
+$29.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$18.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.71M

Sector Composition

1 Technology 4.03%
2 Financials 3.75%
3 Healthcare 3.24%
4 Consumer Discretionary 3.19%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$455K 0.02%
5,348
-61
227
$445K 0.02%
1,528
+464
228
$440K 0.02%
798
-276
229
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1,129
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230
$433K 0.02%
36,800
231
$429K 0.02%
3,382
-41
232
$424K 0.02%
34,890
-3,803
233
$423K 0.02%
16,018
-7,959
234
$423K 0.02%
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235
$423K 0.02%
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236
$419K 0.02%
1,962
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237
$413K 0.01%
22,334
+4,134
238
$412K 0.01%
29,910
239
$408K 0.01%
7,159
+2,740
240
$407K 0.01%
27,030
241
$404K 0.01%
940
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242
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243
$402K 0.01%
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244
$399K 0.01%
1,062
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245
$397K 0.01%
28,000
246
$396K 0.01%
867
+146
247
$392K 0.01%
2,306
-116
248
$384K 0.01%
31,846
+28,395
249
$383K 0.01%
7,194
+22
250
$375K 0.01%
5,051
+3,051
8 9
10
11 12