EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,243
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$55.4M
3
+$39.5M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$37.5M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$35.2M

Top Sells

1
+$71.3M
2
+$59.6M
3
+$29.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$18.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.71M

Sector Composition

1 Technology 4.03%
2 Financials 3.75%
3 Healthcare 3.24%
4 Consumer Discretionary 3.19%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.5M 0.89%
102,174
-1,584
27
$23.4M 0.85%
697,883
+349,244
28
$22.2M 0.8%
540,809
+209
29
$19M 0.69%
387,367
+167
30
$17.8M 0.64%
279,776
+62,711
31
$14.7M 0.53%
96,544
-3,643
32
$14.4M 0.52%
81,341
+109
33
$13.6M 0.49%
+207,039
34
$11.9M 0.43%
202,654
+200,964
35
$10.3M 0.37%
56,787
-83
36
$10.1M 0.37%
29,085
+255
37
$10.1M 0.36%
149,068
+131,608
38
$9.98M 0.36%
60,821
-19,163
39
$9.78M 0.35%
57,646
-2,720
40
$9.71M 0.35%
18,309
-131
41
$9.48M 0.34%
202,883
+171,893
42
$9.21M 0.33%
33,062
-105
43
$8.89M 0.32%
143,543
+25,129
44
$8.36M 0.3%
3,391
-13
45
$7.89M 0.29%
226,543
+65,843
46
$7.83M 0.28%
94,555
+50,628
47
$7.42M 0.27%
102,933
-7,316
48
$7.41M 0.27%
214,132
+17,035
49
$7.3M 0.26%
169,868
+82,741
50
$7.06M 0.26%
489,994
-1,539
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