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
351
$203K 0.01%
47,000
352
$201K 0.01%
2,500
-65
353
$200K 0.01%
11,497
354
$199K 0.01%
1,660
-117
355
$199K 0.01%
1,800
356
$199K 0.01%
3,430
357
$198K 0.01%
9,029
-20
358
$195K 0.01%
813
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359
$195K 0.01%
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360
$195K 0.01%
4,696
-9,549
361
$193K 0.01%
4,874
+902
362
$193K 0.01%
4,998
+248
363
$192K 0.01%
4,130
364
$190K 0.01%
2,709
+133
365
$188K 0.01%
4,227
366
$186K 0.01%
468
-374
367
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809
+10
368
$176K 0.01%
2,676
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369
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24,205
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370
$176K 0.01%
2,191
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371
$174K 0.01%
3,061
-7,743
372
$174K 0.01%
+3,340
373
$170K 0.01%
1,523
+77
374
$169K 0.01%
19,338
-15,793
375
$169K 0.01%
172,500
+25,000
13 14
15
16 17