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
301
$376K 0.01%
+5,393
302
$375K 0.01%
32,363
+16,990
303
$374K 0.01%
+1,079
304
$366K 0.01%
+9,830
305
$360K 0.01%
+4,464
306
$359K 0.01%
+1,610
307
$357K 0.01%
+15,226
308
$355K 0.01%
+426
309
$354K 0.01%
907
+7
310
$353K 0.01%
+3,244
311
$350K 0.01%
+6,190
312
$348K 0.01%
+449
313
$342K 0.01%
+1,909
314
$342K 0.01%
+1,752
315
$339K 0.01%
+32,126
316
$338K 0.01%
+1,774
317
$337K 0.01%
+1,018
318
$336K 0.01%
+10,282
319
$334K 0.01%
+1,573
320
$329K 0.01%
+15,000
321
$326K 0.01%
+1,951
322
$323K 0.01%
+2,385
323
$321K 0.01%
+2,615
324
$320K 0.01%
+1,377
325
$318K 0.01%
+2,564
11 12
13
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