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
326
$218K 0.01%
14,434
-4,566
327
$211K 0.01%
+5,450
328
$208K 0.01%
2,090
+753
329
$207K 0.01%
4,038
+27
330
$206K 0.01%
9,121
+114
331
$206K 0.01%
2,775
332
$206K 0.01%
10,168
333
$204K 0.01%
3,936
-546
334
$203K 0.01%
5,068
+68
335
$203K 0.01%
19,363
+128
336
$202K 0.01%
2,863
+1,741
337
$201K 0.01%
1,800
338
$200K 0.01%
11,700
339
$175K 0.01%
47,000
340
$173K 0.01%
10,152
341
$173K 0.01%
25,583
342
$173K 0.01%
21,239
343
$171K 0.01%
+10,188
344
$141K 0.01%
1,000
345
$136K ﹤0.01%
318,750
346
$129K ﹤0.01%
19,191
-4,197
347
$115K ﹤0.01%
+134,870
348
$97.4K ﹤0.01%
11,893
+171
349
$88.2K ﹤0.01%
13,754
350
$86.7K ﹤0.01%
+12,997
12 13
14
15 16