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
276
$422K 0.01%
+4,669
277
$421K 0.01%
+7,707
278
$420K 0.01%
+5,013
279
$417K 0.01%
17,396
280
$416K 0.01%
+5,533
281
$416K 0.01%
+1,847
282
$415K 0.01%
+6,694
283
$414K 0.01%
+2,168
284
$413K 0.01%
+917
285
$411K 0.01%
+9,159
286
$409K 0.01%
+2,027
287
$408K 0.01%
+2,251
288
$407K 0.01%
+5,250
289
$404K 0.01%
+965
290
$399K 0.01%
2,384
+64
291
$397K 0.01%
+12,296
292
$391K 0.01%
+5,203
293
$391K 0.01%
29,000
294
$387K 0.01%
+2,123
295
$386K 0.01%
+5,952
296
$385K 0.01%
+778
297
$383K 0.01%
+1,473
298
$381K 0.01%
+1,341
299
$380K 0.01%
+774
300
$378K 0.01%
+4,262
10 11
12
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