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
$2.76B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,243
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$55.4M
3
+$39.5M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$37.5M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$35.2M

Top Sells

1
+$71.3M
2
+$59.6M
3
+$29.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$18.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.71M

Sector Composition

1 Technology 4.03%
2 Financials 3.75%
3 Healthcare 3.24%
4 Consumer Discretionary 3.19%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.73M 0.24%
325,065
52
$6.03M 0.22%
30,257
-15,326
53
$5.87M 0.21%
+119,366
54
$5.68M 0.21%
71,331
-109
55
$5.58M 0.2%
68,216
+746
56
$5.47M 0.2%
69,377
-142
57
$5.45M 0.2%
264,085
+216,867
58
$5.4M 0.2%
37,601
-938
59
$5.39M 0.19%
197,475
60
$5.37M 0.19%
16,459
-314
61
$5.17M 0.19%
62,707
-1,728
62
$5.08M 0.18%
10,924
-17
63
$4.75M 0.17%
89,004
-15,586
64
$4.73M 0.17%
14,110
-2,544
65
$4.6M 0.17%
296,102
+273,460
66
$4.58M 0.17%
344,218
-202,443
67
$4.53M 0.16%
33,380
-10,442
68
$4.5M 0.16%
58,841
-37,570
69
$4.39M 0.16%
28,976
+169
70
$4.38M 0.16%
17,642
-6,306
71
$4.35M 0.16%
17,118
-61
72
$4.3M 0.16%
13,909
+923
73
$4.19M 0.15%
17,667
-236
74
$4.08M 0.15%
107,053
+8,206
75
$4.06M 0.15%
186,126
+37,950
1 2
3
4 5