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
326
$249K 0.01%
+15,584
327
$249K 0.01%
1,740
-46
328
$248K 0.01%
9,369
-595
329
$246K 0.01%
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-24
330
$246K 0.01%
4,419
331
$246K 0.01%
4,450
-656
332
$236K 0.01%
+537
333
$236K 0.01%
862
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334
$229K 0.01%
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335
$226K 0.01%
8,257
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336
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+2,090
337
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4,365
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338
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339
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5,378
-2,111
340
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2,044
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341
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342
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344
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652
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345
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10,057
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346
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347
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520
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348
$212K 0.01%
3,034
-163
349
$211K 0.01%
+11,936
350
$210K 0.01%
+2,236
12 13
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