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
876
$5K ﹤0.01%
41
+28
877
$5K ﹤0.01%
63
878
$5K ﹤0.01%
395
879
$5K ﹤0.01%
116
880
$5K ﹤0.01%
150
-100
881
$5K ﹤0.01%
39
-16
882
$5K ﹤0.01%
75
883
$5K ﹤0.01%
95
884
$5K ﹤0.01%
61
+25
885
$5K ﹤0.01%
112
886
$5K ﹤0.01%
81
-7
887
$5K ﹤0.01%
25
+8
888
$5K ﹤0.01%
94
889
$5K ﹤0.01%
340
-690
890
$5K ﹤0.01%
+211
891
$5K ﹤0.01%
1,131
892
$5K ﹤0.01%
200
+78
893
$5K ﹤0.01%
40
-19
894
$5K ﹤0.01%
132
895
$5K ﹤0.01%
108
896
$5K ﹤0.01%
200
897
$5K ﹤0.01%
110
898
$5K ﹤0.01%
69
+34
899
$5K ﹤0.01%
421
900
$5K ﹤0.01%
823
34 35
36
37 38