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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
951
$4K ﹤0.01%
41
+16
952
$4K ﹤0.01%
107
-17
953
$4K ﹤0.01%
123
954
$4K ﹤0.01%
100
955
$4K ﹤0.01%
86
956
$4K ﹤0.01%
90
957
$4K ﹤0.01%
102
958
$4K ﹤0.01%
480
-3
959
$4K ﹤0.01%
159
+130
960
$4K ﹤0.01%
171
961
$4K ﹤0.01%
918
-77
962
$4K ﹤0.01%
+44
963
$4K ﹤0.01%
119
-285
964
$4K ﹤0.01%
49
+23
965
$4K ﹤0.01%
63
966
$4K ﹤0.01%
58
967
$4K ﹤0.01%
30
+4
968
$4K ﹤0.01%
173
969
$4K ﹤0.01%
233
970
$4K ﹤0.01%
177
971
$4K ﹤0.01%
+276
972
$4K ﹤0.01%
207
-3,000
973
$4K ﹤0.01%
89
+7
974
$4K ﹤0.01%
103
975
$4K ﹤0.01%
+1,255
37 38
39
40 41