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
426
$106K ﹤0.01%
1,400
427
$105K ﹤0.01%
1,089
-107
428
$104K ﹤0.01%
2,005
429
$103K ﹤0.01%
2,233
430
$103K ﹤0.01%
210
-10
431
$102K ﹤0.01%
1,958
432
$102K ﹤0.01%
1,677
433
$102K ﹤0.01%
2,687
+1,790
434
$102K ﹤0.01%
2,699
+42
435
$101K ﹤0.01%
2,940
436
$100K ﹤0.01%
2,226
+47
437
$98K ﹤0.01%
746
+111
438
$98K ﹤0.01%
405
439
$98K ﹤0.01%
726
440
$98K ﹤0.01%
538
-2,837
441
$97K ﹤0.01%
2,833
+55
442
$94K ﹤0.01%
1,620
443
$93K ﹤0.01%
1,040
+96
444
$93K ﹤0.01%
394
445
$92K ﹤0.01%
1,500
+200
446
$90K ﹤0.01%
1,247
+238
447
$90K ﹤0.01%
1,600
-118
448
$88K ﹤0.01%
520
449
$88K ﹤0.01%
1,483
+238
450
$87K ﹤0.01%
1,434
16 17
18
19 20