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
576
$33K ﹤0.01%
3,500
577
$33K ﹤0.01%
492
578
$32K ﹤0.01%
505
-97,494
579
$32K ﹤0.01%
398
-135
580
$32K ﹤0.01%
646
+52
581
$32K ﹤0.01%
1,095
582
$32K ﹤0.01%
584
583
$32K ﹤0.01%
313
584
$32K ﹤0.01%
249
+16
585
$31K ﹤0.01%
317
586
$31K ﹤0.01%
225
+46
587
$30K ﹤0.01%
360
588
$30K ﹤0.01%
744
+2
589
$30K ﹤0.01%
805
-641
590
$30K ﹤0.01%
563
-4
591
$30K ﹤0.01%
187
592
$30K ﹤0.01%
266
+6
593
$30K ﹤0.01%
1,348
+160
594
$30K ﹤0.01%
200
595
$30K ﹤0.01%
200
596
$30K ﹤0.01%
625
597
$29K ﹤0.01%
174
+125
598
$29K ﹤0.01%
168
-128
599
$28K ﹤0.01%
161
+24
600
$28K ﹤0.01%
213
-1,971
22 23
24
25 26