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
276
$329K 0.01%
+22,267
277
$327K 0.01%
3,000
+2,700
278
$326K 0.01%
+18,327
279
$326K 0.01%
3,212
-11
280
$320K 0.01%
5,090
-290
281
$316K 0.01%
4,059
+21
282
$314K 0.01%
6,240
283
$314K 0.01%
8,731
284
$313K 0.01%
+1,000
285
$313K 0.01%
1,500
286
$311K 0.01%
4,555
+120
287
$308K 0.01%
3,044
+507
288
$307K 0.01%
2,023
-90
289
$303K 0.01%
16,508
+5,774
290
$302K 0.01%
1,001
+122
291
$302K 0.01%
1,066
+11
292
$301K 0.01%
13,701
293
$300K 0.01%
19,000
294
$300K 0.01%
1,854
+1,258
295
$298K 0.01%
8,924
-982
296
$298K 0.01%
5,700
-1,000
297
$298K 0.01%
1,226
+13
298
$296K 0.01%
1,521
+298
299
$296K 0.01%
14,139
300
$283K 0.01%
4,135
+1
10 11
12
13 14