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
526
$49K ﹤0.01%
2,430
+937
527
$49K ﹤0.01%
1,350
+72
528
$49K ﹤0.01%
20,000
529
$48K ﹤0.01%
365
+23
530
$47K ﹤0.01%
187
+16
531
$47K ﹤0.01%
3,800
-136
532
$47K ﹤0.01%
710
533
$47K ﹤0.01%
1,262
534
$46K ﹤0.01%
5,000
535
$46K ﹤0.01%
739
-2
536
$46K ﹤0.01%
698
537
$46K ﹤0.01%
167
538
$45K ﹤0.01%
376
+19
539
$45K ﹤0.01%
1,000
-10
540
$45K ﹤0.01%
174
+43
541
$44K ﹤0.01%
745
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542
$44K ﹤0.01%
500
-4
543
$44K ﹤0.01%
635
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544
$43K ﹤0.01%
971
+115
545
$43K ﹤0.01%
97
+22
546
$43K ﹤0.01%
299
547
$43K ﹤0.01%
1,222
+61
548
$42K ﹤0.01%
652
+88
549
$42K ﹤0.01%
500
+4
550
$42K ﹤0.01%
1,414
+120
20 21
22
23 24