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
276
$314K 0.01%
2,074
-3,943
277
$312K 0.01%
4,843
+16
278
$308K 0.01%
37,704
279
$303K 0.01%
4,336
-1,478
280
$301K 0.01%
1,824
-451
281
$299K 0.01%
2,005
-133
282
$298K 0.01%
+28,394
283
$297K 0.01%
8,828
+106
284
$295K 0.01%
605
-302
285
$293K 0.01%
25,184
+2,246
286
$292K 0.01%
3,884
-77
287
$289K 0.01%
1,774
-1,725
288
$289K 0.01%
8,573
+33
289
$285K 0.01%
4,005
-1,643
290
$284K 0.01%
52,345
291
$282K 0.01%
1,215
+392
292
$281K 0.01%
7,270
-18
293
$278K 0.01%
2,235
-375
294
$275K 0.01%
3,512
-55,000
295
$275K 0.01%
3,955
296
$272K 0.01%
2,921
+306
297
$270K 0.01%
1,260
-1,187
298
$265K 0.01%
17,754
299
$265K 0.01%
2,542
+26
300
$263K 0.01%
1,714
-14,750
10 11
12
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