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
301
$282K 0.01%
7,666
302
$275K 0.01%
6,876
+150
303
$273K 0.01%
10,210
304
$272K 0.01%
4,552
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305
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306
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355
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307
$259K 0.01%
3,726
308
$254K 0.01%
19,235
309
$254K 0.01%
2,000
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310
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851
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311
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2,329
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312
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4,292
313
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7,332
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314
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5,232
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315
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2,347
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316
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7,630
317
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320
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10,168
321
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1,050
322
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309
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323
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324
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5,050
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325
$236K 0.01%
986
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11 12
13
14 15