EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
51
$7.1M 0.23%
325,065
+14,115
52
$7.07M 0.23%
44,130
-10,497
53
$7.03M 0.23%
93,213
+4,177
54
$7.03M 0.23%
64,841
+3,399
55
$7.02M 0.23%
53,167
-3,428
56
$6.99M 0.23%
52,468
+2,580
57
$6.97M 0.23%
189,383
-1
58
$6.59M 0.22%
48,905
+1,085
59
$6.46M 0.21%
78,091
+3,373
60
$6.36M 0.21%
25,473
-377
61
$6.14M 0.2%
27,709
-1,438
62
$5.85M 0.19%
42,647
+544
63
$5.81M 0.19%
127,885
+10,035
64
$5.74M 0.19%
339,273
-29,122
65
$5.63M 0.18%
62,163
-7,000
66
$5.43M 0.18%
71,629
-379
67
$5.11M 0.17%
19,682
-284
68
$5M 0.16%
15,656
-256
69
$4.88M 0.16%
106,412
-1,254
70
$4.87M 0.16%
3,545
-42
71
$4.83M 0.16%
21,098
+2,933
72
$4.78M 0.16%
25,997
-1,702
73
$4.74M 0.16%
13,426
+550
74
$4.66M 0.15%
18,298
+3,367
75
$4.65M 0.15%
205,170
+3,030
1 2
3
4 5