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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
851
$7K ﹤0.01%
217
+167
852
$6K ﹤0.01%
19
+16
853
$6K ﹤0.01%
54
-35
854
$6K ﹤0.01%
180
855
$6K ﹤0.01%
60
856
$6K ﹤0.01%
101
+39
857
$6K ﹤0.01%
176
+128
858
$6K ﹤0.01%
66
-163
859
$6K ﹤0.01%
34
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860
$6K ﹤0.01%
134
861
$6K ﹤0.01%
315
862
$6K ﹤0.01%
297
863
$6K ﹤0.01%
94
864
$6K ﹤0.01%
194
865
$6K ﹤0.01%
59
+31
866
$6K ﹤0.01%
107
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$6K ﹤0.01%
24
868
$6K ﹤0.01%
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869
$6K ﹤0.01%
55
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870
$6K ﹤0.01%
37
871
$6K ﹤0.01%
136
+39
872
$6K ﹤0.01%
154
+65
873
$6K ﹤0.01%
+13
874
$6K ﹤0.01%
141
875
$6K ﹤0.01%
395
-5
33 34
35
36 37