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
626
$24K ﹤0.01%
339
627
$24K ﹤0.01%
341
+1
628
$23K ﹤0.01%
1,110
-710
629
$23K ﹤0.01%
348
630
$23K ﹤0.01%
109
631
$23K ﹤0.01%
4,225
632
$23K ﹤0.01%
491
633
$23K ﹤0.01%
462
634
$23K ﹤0.01%
339
+29
635
$23K ﹤0.01%
790
636
$23K ﹤0.01%
69
-1
637
$22K ﹤0.01%
262
638
$22K ﹤0.01%
534
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639
$22K ﹤0.01%
719
-129
640
$22K ﹤0.01%
767
641
$22K ﹤0.01%
308
-34
642
$22K ﹤0.01%
101
643
$22K ﹤0.01%
480
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644
$22K ﹤0.01%
168
645
$22K ﹤0.01%
570
646
$22K ﹤0.01%
872
+157
647
$21K ﹤0.01%
296
648
$21K ﹤0.01%
461
+148
649
$21K ﹤0.01%
127
-1
650
$21K ﹤0.01%
285
+19
24 25
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