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
551
$42K ﹤0.01%
2,000
552
$42K ﹤0.01%
720
-59
553
$41K ﹤0.01%
1,542
554
$41K ﹤0.01%
750
555
$40K ﹤0.01%
445
556
$40K ﹤0.01%
139
-9,979
557
$39K ﹤0.01%
158
558
$39K ﹤0.01%
354
559
$39K ﹤0.01%
9,761
+4,516
560
$39K ﹤0.01%
495
561
$38K ﹤0.01%
470
562
$38K ﹤0.01%
917
+74
563
$37K ﹤0.01%
84
+9
564
$37K ﹤0.01%
300
565
$37K ﹤0.01%
227
+13
566
$36K ﹤0.01%
6,055
567
$36K ﹤0.01%
81
+9
568
$35K ﹤0.01%
116
+10
569
$35K ﹤0.01%
95
+7
570
$35K ﹤0.01%
557
+1
571
$35K ﹤0.01%
3,174
572
$34K ﹤0.01%
310
573
$33K ﹤0.01%
303
+21
574
$33K ﹤0.01%
358
+39
575
$33K ﹤0.01%
295
21 22
23
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