EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Fund
S&P 500
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
826
$7K ﹤0.01%
137
827
$7K ﹤0.01%
128
828
$7K ﹤0.01%
46
829
$7K ﹤0.01%
+22
830
$7K ﹤0.01%
98
-61
831
$7K ﹤0.01%
39
-1,500
832
$7K ﹤0.01%
132
833
$7K ﹤0.01%
+16
834
$7K ﹤0.01%
200
835
$7K ﹤0.01%
73
-1
836
$7K ﹤0.01%
22
-56
837
$7K ﹤0.01%
58
838
$7K ﹤0.01%
68
839
$7K ﹤0.01%
116
840
$7K ﹤0.01%
3,897
841
$7K ﹤0.01%
44
842
$7K ﹤0.01%
62
+28
843
$7K ﹤0.01%
140
844
$7K ﹤0.01%
+23
845
$7K ﹤0.01%
34
846
$7K ﹤0.01%
66
+37
847
$7K ﹤0.01%
168
848
$7K ﹤0.01%
571
-27
849
$7K ﹤0.01%
54
+35
850
$7K ﹤0.01%
110
32 33
34
35 36