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
376
$228K 0.01%
1,450
377
$226K 0.01%
+3,007
378
$226K 0.01%
+2,714
379
$225K 0.01%
+933
380
$219K 0.01%
+2,640
381
$218K 0.01%
2,005
382
$216K 0.01%
+4,227
383
$215K 0.01%
+2,752
384
$214K 0.01%
70,561
-2,639
385
$213K 0.01%
+1,365
386
$211K 0.01%
+1,605
387
$207K 0.01%
+1,802
388
$207K 0.01%
+2,661
389
$206K 0.01%
+8,681
390
$206K 0.01%
+438
391
$205K 0.01%
+11,707
392
$205K 0.01%
+776
393
$204K 0.01%
+3,535
394
$204K 0.01%
+3,734
395
$202K 0.01%
+4,041
396
$198K 0.01%
133,122
+69,889
397
$195K 0.01%
40,000
398
$189K 0.01%
+38,458
399
$184K 0.01%
10,188
400
$184K 0.01%
+23,233
13 14 15
16
17