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
$3.05B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,294
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$7.48M
3
+$7.22M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.71M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$5.3M

Top Sells

1
+$33M
2
+$22.9M
3
+$6.35M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$5.98M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$5.34M

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%
3,056
397
$134K ﹤0.01%
1,042
+62
398
$133K ﹤0.01%
398
+393
399
$132K ﹤0.01%
1,100
+272
400
$131K ﹤0.01%
1,092
14 15
16
17 18