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
501
$57K ﹤0.01%
800
502
$56K ﹤0.01%
980
503
$56K ﹤0.01%
510
504
$56K ﹤0.01%
2,593
-175
505
$56K ﹤0.01%
304
+58
506
$56K ﹤0.01%
3,372
507
$56K ﹤0.01%
2,248
+2,044
508
$55K ﹤0.01%
135
+3
509
$55K ﹤0.01%
+248
510
$54K ﹤0.01%
106
511
$54K ﹤0.01%
574
-19
512
$53K ﹤0.01%
919
+13
513
$53K ﹤0.01%
637
+619
514
$53K ﹤0.01%
+214
515
$52K ﹤0.01%
2,000
516
$52K ﹤0.01%
2,101
517
$51K ﹤0.01%
159
+29
518
$51K ﹤0.01%
235
519
$51K ﹤0.01%
2,696
520
$50K ﹤0.01%
+885
521
$50K ﹤0.01%
1,092
+1,040
522
$50K ﹤0.01%
+700
523
$50K ﹤0.01%
1,077
524
$50K ﹤0.01%
200
+8
525
$50K ﹤0.01%
71
+14
19 20
21
22 23