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

Top Buys

1
+$21.6M
2
+$10.3M
3
+$8.38M
4
VAC icon
Marriott Vacations Worldwide
VAC
+$6.12M
5
VTV icon
Vanguard Value ETF
VTV
+$6M

Top Sells

1
+$22.1M
2
+$19.5M
3
+$12.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$10.6M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$6.84M

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%
198
-47
827
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51
+5
828
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560
829
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21
+12
830
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177
831
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156
832
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56
833
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834
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835
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305
836
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+105
837
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495
838
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43
+12
839
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3,896
840
$6K ﹤0.01%
44
841
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179
+130
842
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844
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845
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15
846
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147
847
$6K ﹤0.01%
63
+8
848
$6K ﹤0.01%
516
+179
849
$6K ﹤0.01%
68
850
$6K ﹤0.01%
33
+9
32 33
34
35 36