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
251
$405K 0.01%
+12,000
252
$393K 0.01%
8,580
+75
253
$389K 0.01%
35,904
-135
254
$384K 0.01%
1,591
+38
255
$383K 0.01%
920
-35
256
$382K 0.01%
4,867
+3,447
257
$382K 0.01%
7,190
-799
258
$381K 0.01%
18,200
259
$378K 0.01%
1,813
-104
260
$378K 0.01%
5,583
+60
261
$377K 0.01%
25,583
262
$369K 0.01%
2,466
+2,149
263
$367K 0.01%
21,676
+4,523
264
$364K 0.01%
8,235
265
$359K 0.01%
1,172
+13
266
$355K 0.01%
688
-76
267
$354K 0.01%
2,381
+59
268
$350K 0.01%
1,648
269
$347K 0.01%
3,419
+1
270
$345K 0.01%
52,345
271
$342K 0.01%
4,833
-5,000
272
$340K 0.01%
11,720
273
$338K 0.01%
1,420
274
$337K 0.01%
2,180
+18
275
$332K 0.01%
4,347
9 10
11
12 13