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
$3.05B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,294
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$7.33M
3
+$7.17M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.78M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$5.46M

Top Sells

1
+$32.5M
2
+$22.9M
3
+$6.44M
4
MDLZ icon
Mondelez International
MDLZ
+$6.18M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$5.33M

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
926
$5K ﹤0.01%
76
927
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928
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63
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929
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930
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931
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932
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934
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22
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936
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938
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480
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939
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+130
940
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171
941
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918
-77
942
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943
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944
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2,000
945
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30
+4
946
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947
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233
948
$4K ﹤0.01%
177
949
$4K ﹤0.01%
+276
950
$4K ﹤0.01%
207
-3,000
36 37
38
39 40