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
751
$11K ﹤0.01%
72
+48
752
$11K ﹤0.01%
89
+63
753
$11K ﹤0.01%
129
754
$11K ﹤0.01%
72
755
$11K ﹤0.01%
32
+16
756
$11K ﹤0.01%
340
757
$11K ﹤0.01%
366
-551
758
$11K ﹤0.01%
45
+30
759
$11K ﹤0.01%
97
+88
760
$10K ﹤0.01%
1,800
761
$10K ﹤0.01%
49
762
$10K ﹤0.01%
304
+192
763
$10K ﹤0.01%
301
+36
764
$10K ﹤0.01%
110
+56
765
$10K ﹤0.01%
143
766
$10K ﹤0.01%
221
+38
767
$10K ﹤0.01%
23
+12
768
$10K ﹤0.01%
75
-51
769
$10K ﹤0.01%
2,252
770
$10K ﹤0.01%
72
771
$10K ﹤0.01%
290
+50
772
$10K ﹤0.01%
423
773
$10K ﹤0.01%
+118
774
$10K ﹤0.01%
101
+18
775
$10K ﹤0.01%
116
29 30
31
32 33