EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
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
+$112M
2
+$66.1M
3
+$55.1M
4
MBB icon
iShares MBS ETF
MBB
+$55.1M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$42.6M

Top Sells

1
+$72.1M
2
+$58.7M
3
+$28.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$18.3M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.56M

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%
4
358
$2.34K ﹤0.01%
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