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
701
$15K ﹤0.01%
63
+17
702
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200
703
$15K ﹤0.01%
73
+61
704
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75
+14
705
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102
+56
706
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664
-4
707
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691
+312
708
$15K ﹤0.01%
42
+21
709
$14K ﹤0.01%
364
+104
710
$14K ﹤0.01%
1,411
711
$14K ﹤0.01%
495
712
$14K ﹤0.01%
148
+20
713
$14K ﹤0.01%
128
+32
714
$14K ﹤0.01%
300
715
$14K ﹤0.01%
90
+16
716
$14K ﹤0.01%
107
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717
$14K ﹤0.01%
90
718
$14K ﹤0.01%
550
719
$14K ﹤0.01%
1,000
720
$14K ﹤0.01%
1,265
-17
721
$14K ﹤0.01%
290
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