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
751
$11K ﹤0.01%
144
+100
752
$11K ﹤0.01%
72
+48
753
$11K ﹤0.01%
89
+63
754
$11K ﹤0.01%
129
755
$11K ﹤0.01%
72
756
$11K ﹤0.01%
32
+16
757
$11K ﹤0.01%
340
758
$11K ﹤0.01%
45
+30
759
$11K ﹤0.01%
97
+88
760
$10K ﹤0.01%
23
+12
761
$10K ﹤0.01%
75
-51
762
$10K ﹤0.01%
2,252
763
$10K ﹤0.01%
1,800
764
$10K ﹤0.01%
49
765
$10K ﹤0.01%
304
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766
$10K ﹤0.01%
301
+36
767
$10K ﹤0.01%
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768
$10K ﹤0.01%
143
769
$10K ﹤0.01%
221
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770
$10K ﹤0.01%
72
771
$10K ﹤0.01%
290
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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