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
726
$13K ﹤0.01%
231
727
$13K ﹤0.01%
404
728
$13K ﹤0.01%
373
729
$13K ﹤0.01%
142
+32
730
$13K ﹤0.01%
+434
731
$12K ﹤0.01%
305
732
$12K ﹤0.01%
1,200
733
$12K ﹤0.01%
150
-1,921
734
$12K ﹤0.01%
95
+76
735
$12K ﹤0.01%
251
-53
736
$12K ﹤0.01%
210
+122
737
$12K ﹤0.01%
729
738
$12K ﹤0.01%
171
+133
739
$12K ﹤0.01%
307
740
$12K ﹤0.01%
384
741
$11K ﹤0.01%
132
742
$11K ﹤0.01%
423
743
$11K ﹤0.01%
82
+15
744
$11K ﹤0.01%
125
+81
745
$11K ﹤0.01%
2,850
746
$11K ﹤0.01%
221
+200
747
$11K ﹤0.01%
35
+11
748
$11K ﹤0.01%
160
749
$11K ﹤0.01%
290
+187
750
$11K ﹤0.01%
144
+100
28 29
30
31 32