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
601
$27K ﹤0.01%
115
+23
602
$27K ﹤0.01%
154
-34
603
$27K ﹤0.01%
426
604
$27K ﹤0.01%
990
605
$27K ﹤0.01%
58
+15
606
$27K ﹤0.01%
316
+60
607
$27K ﹤0.01%
41
+1
608
$27K ﹤0.01%
358
609
$26K ﹤0.01%
123
-42
610
$26K ﹤0.01%
1,097
611
$26K ﹤0.01%
452
612
$26K ﹤0.01%
219
+7
613
$26K ﹤0.01%
397
+56
614
$26K ﹤0.01%
1,081
615
$26K ﹤0.01%
386
616
$26K ﹤0.01%
550
617
$25K ﹤0.01%
518
618
$25K ﹤0.01%
141
619
$25K ﹤0.01%
984
-14
620
$24K ﹤0.01%
145
+26
621
$24K ﹤0.01%
290
+17
622
$24K ﹤0.01%
203
-7
623
$24K ﹤0.01%
97
+33
624
$24K ﹤0.01%
364
+36
625
$24K ﹤0.01%
370
-271
23 24
25
26 27