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
576
$33K ﹤0.01%
3,500
577
$33K ﹤0.01%
492
578
$32K ﹤0.01%
646
+52
579
$32K ﹤0.01%
1,095
580
$32K ﹤0.01%
584
581
$32K ﹤0.01%
505
-97,494
582
$32K ﹤0.01%
398
-135
583
$32K ﹤0.01%
313
584
$32K ﹤0.01%
249
+16
585
$31K ﹤0.01%
225
+46
586
$31K ﹤0.01%
317
587
$30K ﹤0.01%
625
588
$30K ﹤0.01%
1,348
+160
589
$30K ﹤0.01%
360
590
$30K ﹤0.01%
200
591
$30K ﹤0.01%
200
592
$30K ﹤0.01%
744
+2
593
$30K ﹤0.01%
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-641
594
$30K ﹤0.01%
563
-4
595
$30K ﹤0.01%
187
596
$30K ﹤0.01%
266
+6
597
$29K ﹤0.01%
168
-128
598
$29K ﹤0.01%
174
+125
599
$28K ﹤0.01%
161
+24
600
$28K ﹤0.01%
213
-1,971
22 23
24
25 26