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
376
$167K 0.01%
4,000
-400
377
$162K 0.01%
3,042
-2,443
378
$161K 0.01%
3,315
379
$161K 0.01%
1,077
380
$160K 0.01%
2,049
+17
381
$160K 0.01%
1,355
+631
382
$160K 0.01%
3,452
+1,100
383
$157K 0.01%
3,412
+32
384
$156K 0.01%
3,390
385
$155K 0.01%
1,421
+484
386
$154K 0.01%
838
-49
387
$152K 0.01%
1,732
388
$150K ﹤0.01%
2,130
+42
389
$148K ﹤0.01%
2,972
+104
390
$143K ﹤0.01%
2,078
-598
391
$141K ﹤0.01%
3,322
392
$140K ﹤0.01%
1,376
393
$140K ﹤0.01%
2,429
+2,314
394
$139K ﹤0.01%
744
-472
395
$135K ﹤0.01%
497
-23
396
$134K ﹤0.01%
1,042
+62
397
$134K ﹤0.01%
3,056
398
$133K ﹤0.01%
398
+393
399
$132K ﹤0.01%
1,100
+272
400
$131K ﹤0.01%
1,092
14 15
16
17 18