EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
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
+$35.7M
2
+$7.48M
3
+$7.22M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.71M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$5.3M

Top Sells

1
+$33M
2
+$22.9M
3
+$6.35M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$5.98M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$5.34M

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%
1,292
477
$69K ﹤0.01%
1,012
478
$69K ﹤0.01%
1,106
+26
479
$68K ﹤0.01%
1,268
480
$68K ﹤0.01%
1,762
481
$68K ﹤0.01%
4
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%
403
+16
496
$60K ﹤0.01%
1,600
-1,500
497
$60K ﹤0.01%
898
-1,600
498
$59K ﹤0.01%
25
+6
499
$58K ﹤0.01%
675
+44
500
$58K ﹤0.01%
1,025
-260
18 19
20
21 22