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
676
$18K ﹤0.01%
578
677
$18K ﹤0.01%
131
+49
678
$18K ﹤0.01%
484
679
$18K ﹤0.01%
1,204
+337
680
$18K ﹤0.01%
230
+87
681
$18K ﹤0.01%
709
682
$18K ﹤0.01%
572
683
$17K ﹤0.01%
128
684
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290
+60
685
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291
+51
686
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340
687
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155
-198
688
$16K ﹤0.01%
250
689
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283
690
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30
+14
691
$16K ﹤0.01%
+300
692
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290
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693
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136
+18
694
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97
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695
$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