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
476
$69K ﹤0.01%
1,012
477
$69K ﹤0.01%
1,106
+26
478
$69K ﹤0.01%
366
479
$68K ﹤0.01%
1,762
480
$68K ﹤0.01%
45
481
$68K ﹤0.01%
1,268
482
$67K ﹤0.01%
551
+2
483
$67K ﹤0.01%
1,075
484
$66K ﹤0.01%
616
+24
485
$66K ﹤0.01%
462
+11
486
$66K ﹤0.01%
848
487
$66K ﹤0.01%
827
+22
488
$65K ﹤0.01%
1,194
-2,017
489
$65K ﹤0.01%
209
+6
490
$63K ﹤0.01%
455
+15
491
$63K ﹤0.01%
4,620
492
$63K ﹤0.01%
1,063
493
$62K ﹤0.01%
910
-1,080
494
$61K ﹤0.01%
1,063
+84
495
$60K ﹤0.01%
898
-1,600
496
$60K ﹤0.01%
403
+16
497
$60K ﹤0.01%
800
-750
498
$59K ﹤0.01%
25
+6
499
$58K ﹤0.01%
1,025
-260
500
$58K ﹤0.01%
675
+44
18 19
20
21 22