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EW

Evoke Wealth Portfolio holdings

AUM $5.42B
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
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
801
$8K ﹤0.01%
297
+67
802
$8K ﹤0.01%
180
803
$8K ﹤0.01%
50
804
$8K ﹤0.01%
102
805
$8K ﹤0.01%
39
+34
806
$8K ﹤0.01%
393
807
$8K ﹤0.01%
178
+64
808
$8K ﹤0.01%
48
+16
809
$8K ﹤0.01%
21
+7
810
$8K ﹤0.01%
119
-208
811
$8K ﹤0.01%
51
812
$8K ﹤0.01%
210
813
$8K ﹤0.01%
32
+20
814
$8K ﹤0.01%
185
815
$8K ﹤0.01%
156
816
$8K ﹤0.01%
56
817
$8K ﹤0.01%
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+36
818
$8K ﹤0.01%
174
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819
$8K ﹤0.01%
87
820
$8K ﹤0.01%
99
+86
821
$8K ﹤0.01%
58
+16
822
$7K ﹤0.01%
382
+190
823
$7K ﹤0.01%
537
824
$7K ﹤0.01%
73
-1
825
$7K ﹤0.01%
22
-56
31 32
33
34 35