EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
-$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$20.7M
3
+$12M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$10.1M
5
MBB icon
iShares MBS ETF
MBB
+$8.58M

Top Sells

1
+$44.7M
2
+$32.1M
3
+$14.7M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$7.34M
5
SNOW icon
Snowflake
SNOW
+$5.8M

Sector Composition

1 Technology 4.29%
2 Financials 2.35%
3 Healthcare 2.19%
4 Consumer Discretionary 1.86%
5 Communication Services 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$290K 0.01%
23,348
+80
302
$288K 0.01%
2,054
+126
303
$288K 0.01%
10,870
304
$287K 0.01%
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305
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306
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307
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1,850
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308
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8,465
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309
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3,053
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310
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3,147
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311
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312
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313
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1,778
314
$269K 0.01%
2,242
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315
$267K 0.01%
8,193
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316
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1,951
317
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318
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319
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1,468
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320
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321
$251K 0.01%
999
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322
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323
$251K 0.01%
52,345
324
$250K 0.01%
874
+80
325
$250K 0.01%
7,341
11 12
13
14 15