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
251
$373K 0.01%
5,506
+25
252
$372K 0.01%
3,016
-151
253
$363K 0.01%
41,316
+39,481
254
$361K 0.01%
2,235
+49
255
$360K 0.01%
4,222
+3,817
256
$357K 0.01%
81,021
+80,196
257
$357K 0.01%
2,153
+12
258
$353K 0.01%
6,310
+1,590
259
$350K 0.01%
7,509
+455
260
$348K 0.01%
3,193
-260
261
$348K 0.01%
20,256
-10,145
262
$344K 0.01%
1,982
-728
263
$344K 0.01%
1,569
-137
264
$341K 0.01%
18,545
-27,154
265
$336K 0.01%
2,767
-2
266
$334K 0.01%
2,466
267
$331K 0.01%
5,600
-1,410
268
$328K 0.01%
7,707
269
$327K 0.01%
333,690
270
$327K 0.01%
+2,180
271
$324K 0.01%
29,168
272
$322K 0.01%
1,851
-825
273
$319K 0.01%
99,519
+98,955
274
$317K 0.01%
10,441
-229
275
$315K 0.01%
7,456
+1,201
9 10
11
12 13