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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
$2.47B
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,311
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$10.7M
3
+$9.31M
4
VAC icon
Marriott Vacations Worldwide
VAC
+$6.79M
5
VTV icon
Vanguard Value ETF
VTV
+$6.57M

Top Sells

1
+$23.7M
2
+$21.2M
3
+$14.4M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$11.8M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$7.58M

Sector Composition

1 Technology 4.87%
2 Financials 4.05%
3 Consumer Discretionary 3.52%
4 Healthcare 3%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$7K ﹤0.01%
156
827
$7K ﹤0.01%
56
828
$7K ﹤0.01%
112
829
$7K ﹤0.01%
131
-66
830
$7K ﹤0.01%
76
831
$7K ﹤0.01%
274
832
$7K ﹤0.01%
72
833
$7K ﹤0.01%
417
-227
834
$7K ﹤0.01%
+173
835
$6K ﹤0.01%
516
+179
836
$6K ﹤0.01%
68
837
$6K ﹤0.01%
495
838
$6K ﹤0.01%
43
+12
839
$6K ﹤0.01%
3,896
840
$6K ﹤0.01%
44
841
$6K ﹤0.01%
179
+130
842
$6K ﹤0.01%
140
843
$6K ﹤0.01%
90
844
$6K ﹤0.01%
33
+9
845
$6K ﹤0.01%
297
846
$6K ﹤0.01%
56
+40
847
$6K ﹤0.01%
25
848
$6K ﹤0.01%
240
849
$6K ﹤0.01%
23
-2
850
$6K ﹤0.01%
74
-38
32 33
34
35 36