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
776
$10K ﹤0.01%
171
+148
777
$10K ﹤0.01%
48
778
$10K ﹤0.01%
369
779
$9K ﹤0.01%
686
780
$9K ﹤0.01%
172
781
$9K ﹤0.01%
41
782
$9K ﹤0.01%
69
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783
$9K ﹤0.01%
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-46
784
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25
+5
785
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112
786
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23
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787
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788
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789
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300
-400
790
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122
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112
795
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796
$9K ﹤0.01%
61
797
$9K ﹤0.01%
68
798
$9K ﹤0.01%
+54
799
$8K ﹤0.01%
135
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800
$8K ﹤0.01%
156
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