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
451
$87K ﹤0.01%
2,211
-32,433
452
$86K ﹤0.01%
696
+601
453
$85K ﹤0.01%
5,000
454
$82K ﹤0.01%
1,122
+56
455
$81K ﹤0.01%
4,300
456
$81K ﹤0.01%
1,296
+1,221
457
$81K ﹤0.01%
1,666
458
$80K ﹤0.01%
+900
459
$79K ﹤0.01%
2,703
460
$79K ﹤0.01%
900
461
$79K ﹤0.01%
636
+24
462
$78K ﹤0.01%
1,705
-49
463
$77K ﹤0.01%
854
+25
464
$77K ﹤0.01%
608
+14
465
$77K ﹤0.01%
1,650
466
$77K ﹤0.01%
897
+188
467
$76K ﹤0.01%
362
+324
468
$76K ﹤0.01%
+1,300
469
$76K ﹤0.01%
1,159
+49
470
$75K ﹤0.01%
2,059
471
$74K ﹤0.01%
700
472
$74K ﹤0.01%
544
+60
473
$73K ﹤0.01%
2,688
474
$72K ﹤0.01%
+992
475
$69K ﹤0.01%
1,292
17 18
19
20 21