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
651
$21K ﹤0.01%
285
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652
$21K ﹤0.01%
187
653
$20K ﹤0.01%
+1,200
654
$20K ﹤0.01%
1,180
-10,000
655
$20K ﹤0.01%
728
656
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1,020
657
$20K ﹤0.01%
338
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658
$20K ﹤0.01%
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659
$19K ﹤0.01%
4,089
660
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143
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661
$19K ﹤0.01%
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662
$19K ﹤0.01%
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$19K ﹤0.01%
1,147
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664
$19K ﹤0.01%
1,650
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665
$19K ﹤0.01%
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666
$18K ﹤0.01%
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669
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670
$18K ﹤0.01%
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$18K ﹤0.01%
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672
$18K ﹤0.01%
1,204
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$18K ﹤0.01%
230
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$18K ﹤0.01%
709
675
$18K ﹤0.01%
572
25 26
27
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