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
651
$21K ﹤0.01%
187
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$21K ﹤0.01%
37
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653
$20K ﹤0.01%
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654
$20K ﹤0.01%
1,180
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655
$20K ﹤0.01%
728
656
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1,020
657
$20K ﹤0.01%
338
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$19K ﹤0.01%
143
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661
$19K ﹤0.01%
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$19K ﹤0.01%
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663
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1,650
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664
$19K ﹤0.01%
222
665
$19K ﹤0.01%
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666
$18K ﹤0.01%
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669
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$18K ﹤0.01%
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671
$18K ﹤0.01%
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$18K ﹤0.01%
154
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$18K ﹤0.01%
529
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$18K ﹤0.01%
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675
$18K ﹤0.01%
326
25 26
27
28 29