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
301
$263K 0.01%
1,893
-8,493
302
$261K 0.01%
10,870
303
$261K 0.01%
9,227
-5,515
304
$261K 0.01%
4,147
+19
305
$257K 0.01%
2,934
+1,476
306
$257K 0.01%
3,242
+30
307
$254K 0.01%
4,347
308
$253K 0.01%
7,691
+14
309
$247K 0.01%
1,080
-2
310
$246K 0.01%
7,341
311
$244K 0.01%
6,975
-2,044
312
$241K 0.01%
4,106
+3,059
313
$240K 0.01%
+9,770
314
$240K 0.01%
14,635
315
$240K 0.01%
2,724
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316
$239K 0.01%
10,210
317
$237K 0.01%
1,716
+19
318
$235K 0.01%
20,000
-500
319
$230K 0.01%
4,713
+223
320
$230K 0.01%
2,765
+82
321
$230K 0.01%
1,687
+20
322
$228K 0.01%
1,622
+13
323
$227K 0.01%
10,710
324
$222K 0.01%
19,848
+15,228
325
$222K 0.01%
1,001
+4
11 12
13
14 15