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
351
$73.8K ﹤0.01%
87,850
+87,500
352
$72.3K ﹤0.01%
12,310
353
$49.1K ﹤0.01%
+19,635
354
$36.2K ﹤0.01%
17,828
355
$34.5K ﹤0.01%
11,700
356
$29.9K ﹤0.01%
23,933
357
$12.1K ﹤0.01%
45
358
$2.34K ﹤0.01%
66
359
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-222
360
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-2,429
361
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-1,500
362
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-1,221
363
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364
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365
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366
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367
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-784
368
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369
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370
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371
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-1,092
373
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-625
374
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375
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13 14
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