EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Fund
S&P 500
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
401
$128K ﹤0.01%
551
+27
402
$127K ﹤0.01%
1,446
403
$127K ﹤0.01%
2,672
-966
404
$125K ﹤0.01%
4,106
-7,886
405
$125K ﹤0.01%
5,056
406
$125K ﹤0.01%
1,315
-353
407
$122K ﹤0.01%
1,565
-1,400
408
$122K ﹤0.01%
2,624
+137
409
$121K ﹤0.01%
923
+26
410
$121K ﹤0.01%
689
+471
411
$118K ﹤0.01%
1,852
+40
412
$117K ﹤0.01%
1,589
-2,074
413
$117K ﹤0.01%
+2,635
414
$117K ﹤0.01%
10,447
+3,830
415
$116K ﹤0.01%
1,111
416
$114K ﹤0.01%
556
-52
417
$114K ﹤0.01%
2,057
-739
418
$113K ﹤0.01%
+1,137
419
$110K ﹤0.01%
2,872
420
$109K ﹤0.01%
2,055
421
$109K ﹤0.01%
2,400
422
$108K ﹤0.01%
12,310
423
$108K ﹤0.01%
1,935
424
$106K ﹤0.01%
412
425
$106K ﹤0.01%
1,010
15 16
17
18 19