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

Top Buys

1
+$23.2M
2
+$10.7M
3
+$9.31M
4
VAC icon
Marriott Vacations Worldwide
VAC
+$6.79M
5
VTV icon
Vanguard Value ETF
VTV
+$6.57M

Top Sells

1
+$23.7M
2
+$21.2M
3
+$14.4M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$11.8M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$7.58M

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
951
$3K ﹤0.01%
63
952
$3K ﹤0.01%
23
953
$3K ﹤0.01%
127
954
$3K ﹤0.01%
146
955
$3K ﹤0.01%
28
956
$3K ﹤0.01%
46
957
$3K ﹤0.01%
169
958
$3K ﹤0.01%
44
959
$3K ﹤0.01%
95
960
$3K ﹤0.01%
400
961
$3K ﹤0.01%
315
962
$3K ﹤0.01%
41
963
$3K ﹤0.01%
30
-52
964
$3K ﹤0.01%
+46
965
$3K ﹤0.01%
160
966
$3K ﹤0.01%
13
967
$3K ﹤0.01%
87
968
$3K ﹤0.01%
189
+24
969
$3K ﹤0.01%
105
-623
970
$3K ﹤0.01%
90
971
$3K ﹤0.01%
389
-91
972
$3K ﹤0.01%
369
973
$3K ﹤0.01%
67
974
$3K ﹤0.01%
29
975
$3K ﹤0.01%
123
37 38
39
40 41