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
701
$15K ﹤0.01%
63
+17
702
$15K ﹤0.01%
200
703
$15K ﹤0.01%
73
+61
704
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75
+14
705
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102
+56
706
$15K ﹤0.01%
664
-4
707
$15K ﹤0.01%
691
+312
708
$15K ﹤0.01%
42
+21
709
$14K ﹤0.01%
107
+15
710
$14K ﹤0.01%
90
711
$14K ﹤0.01%
550
712
$14K ﹤0.01%
1,000
713
$14K ﹤0.01%
1,265
-17
714
$14K ﹤0.01%
290
715
$14K ﹤0.01%
364
+104
716
$14K ﹤0.01%
1,411
717
$14K ﹤0.01%
495
718
$14K ﹤0.01%
148
+20
719
$14K ﹤0.01%
128
+32
720
$14K ﹤0.01%
300
721
$14K ﹤0.01%
90
+16
722
$13K ﹤0.01%
216
-134
723
$13K ﹤0.01%
101
+83
724
$13K ﹤0.01%
82
+67
725
$13K ﹤0.01%
160
27 28
29
30 31