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
$3.67B
AUM Growth
+$3.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$364M
2
+$342M
3
+$274M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$152M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$144M

Top Sells

1
+$804K
2
+$471K
3
+$379K
4
BXMT icon
Blackstone Mortgage Trust
BXMT
+$265K
5
ALHC icon
Alignment Healthcare
ALHC
+$156K

Sector Composition

1 Technology 5.2%
2 Financials 2.39%
3 Healthcare 2.18%
4 Consumer Discretionary 1.89%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$272K 0.01%
2,500
+500
352
$269K 0.01%
+2,131
353
$265K 0.01%
13,000
354
$263K 0.01%
+1,912
355
$261K 0.01%
+2,035
356
$260K 0.01%
+1,908
357
$260K 0.01%
+2,368
358
$257K 0.01%
+2,480
359
$253K 0.01%
+1,264
360
$248K 0.01%
+5,960
361
$247K 0.01%
+2,951
362
$246K 0.01%
+6,523
363
$245K 0.01%
+3,399
364
$245K 0.01%
+19,848
365
$244K 0.01%
5,817
366
$244K 0.01%
+25,868
367
$243K 0.01%
+2,551
368
$242K 0.01%
+1,178
369
$241K 0.01%
+48,683
370
$240K 0.01%
+4,026
371
$238K 0.01%
+2,640
372
$235K 0.01%
+2,803
373
$233K 0.01%
+2,163
374
$230K 0.01%
+2,948
375
$230K 0.01%
+4,965
13 14
15
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