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
326
$234K 0.01%
1,451
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327
$232K 0.01%
1,351
+170
328
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-201
329
$228K 0.01%
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-73
330
$228K 0.01%
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+12
331
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2,270
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2,701
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333
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414
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334
$225K 0.01%
20,000
335
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16,668
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336
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337
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338
$222K 0.01%
333
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339
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340
$220K 0.01%
3,082
341
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4,506
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1,889
344
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5,000
345
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346
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2,477
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347
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999
+21
348
$207K 0.01%
3,300
349
$206K 0.01%
25,000
350
$204K 0.01%
886
+128
12 13
14
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