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
$3.67B
AUM Growth
+$3.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$364M
2
+$342M
3
+$274M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$152M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$144M

Top Sells

1
+$804K
2
+$471K
3
+$379K
4
BXMT icon
Blackstone Mortgage Trust
BXMT
+$265K
5
ALHC icon
Alignment Healthcare
ALHC
+$156K

Sector Composition

1 Technology 5.2%
2 Financials 2.39%
3 Healthcare 2.18%
4 Consumer Discretionary 1.89%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$508K 0.01%
+8,070
252
$503K 0.01%
+1,738
253
$501K 0.01%
+13,166
254
$497K 0.01%
19,114
255
$495K 0.01%
+2,357
256
$495K 0.01%
+2,250
257
$493K 0.01%
+36,800
258
$473K 0.01%
3,955
259
$470K 0.01%
+9,635
260
$467K 0.01%
+5,984
261
$467K 0.01%
+2,258
262
$467K 0.01%
+6,286
263
$467K 0.01%
+13,296
264
$465K 0.01%
+11,542
265
$459K 0.01%
+988
266
$455K 0.01%
+108
267
$454K 0.01%
+1,740
268
$452K 0.01%
+40,469
269
$449K 0.01%
+8,632
270
$443K 0.01%
+19,998
271
$441K 0.01%
+5,062
272
$438K 0.01%
+2,121
273
$435K 0.01%
+2,291
274
$432K 0.01%
+8,389
275
$423K 0.01%
+2,716
9 10
11
12 13