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
676
$18K ﹤0.01%
154
+16
677
$18K ﹤0.01%
529
+12
678
$18K ﹤0.01%
155
+50
679
$18K ﹤0.01%
213
+41
680
$18K ﹤0.01%
+527
681
$18K ﹤0.01%
60,000
682
$18K ﹤0.01%
740
+128
683
$17K ﹤0.01%
128
684
$17K ﹤0.01%
290
+60
685
$17K ﹤0.01%
155
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686
$17K ﹤0.01%
291
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687
$17K ﹤0.01%
340
688
$16K ﹤0.01%
136
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689
$16K ﹤0.01%
250
690
$16K ﹤0.01%
283
691
$16K ﹤0.01%
30
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$16K ﹤0.01%
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693
$16K ﹤0.01%
290
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694
$16K ﹤0.01%
97
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$16K ﹤0.01%
251
696
$16K ﹤0.01%
745
697
$16K ﹤0.01%
2,000
698
$15K ﹤0.01%
67
+32
699
$15K ﹤0.01%
414
+168
700
$15K ﹤0.01%
68
+21
26 27
28
29 30