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
776
$10K ﹤0.01%
171
+148
777
$10K ﹤0.01%
48
778
$10K ﹤0.01%
369
779
$9K ﹤0.01%
145
+24
780
$9K ﹤0.01%
112
781
$9K ﹤0.01%
471
-1,672
782
$9K ﹤0.01%
61
783
$9K ﹤0.01%
68
784
$9K ﹤0.01%
76
785
$9K ﹤0.01%
72
786
$9K ﹤0.01%
300
-400
787
$9K ﹤0.01%
122
+59
788
$9K ﹤0.01%
276
789
$9K ﹤0.01%
162
-196
790
$9K ﹤0.01%
+54
791
$9K ﹤0.01%
172
792
$9K ﹤0.01%
41
793
$9K ﹤0.01%
69
-1,496
794
$9K ﹤0.01%
107
-46
795
$9K ﹤0.01%
25
+5
796
$9K ﹤0.01%
112
797
$9K ﹤0.01%
23
+20
798
$9K ﹤0.01%
686
799
$8K ﹤0.01%
297
+67
800
$8K ﹤0.01%
180
30 31
32
33 34