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
826
$7K ﹤0.01%
571
-27
827
$7K ﹤0.01%
382
+190
828
$7K ﹤0.01%
537
829
$7K ﹤0.01%
73
-1
830
$7K ﹤0.01%
22
-56
831
$7K ﹤0.01%
58
832
$7K ﹤0.01%
68
833
$7K ﹤0.01%
3,897
834
$7K ﹤0.01%
44
835
$7K ﹤0.01%
62
+28
836
$7K ﹤0.01%
140
837
$7K ﹤0.01%
+23
838
$7K ﹤0.01%
34
839
$7K ﹤0.01%
141
+116
840
$7K ﹤0.01%
+25
841
$7K ﹤0.01%
137
842
$7K ﹤0.01%
54
+35
843
$7K ﹤0.01%
46
844
$7K ﹤0.01%
+22
845
$7K ﹤0.01%
98
-61
846
$7K ﹤0.01%
39
-1,500
847
$7K ﹤0.01%
132
848
$7K ﹤0.01%
+16
849
$7K ﹤0.01%
200
850
$7K ﹤0.01%
110
32 33
34
35 36