EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
76
$4.49M 0.15%
74,053
-705
77
$4.39M 0.14%
364,029
-2,014
78
$4.32M 0.14%
40,373
+2,136
79
$4.28M 0.14%
17,980
-195
80
$4.26M 0.14%
61,079
-895
81
$4.19M 0.14%
27,399
+336
82
$3.88M 0.13%
10,699
+180
83
$3.87M 0.13%
38,626
-12,229
84
$3.67M 0.12%
68,362
-840
85
$3.65M 0.12%
22,261
-252
86
$3.59M 0.12%
29,521
+1,431
87
$3.55M 0.12%
8,183
-111
88
$3.42M 0.11%
15,934
-963
89
$3.37M 0.11%
8,638
-13,473
90
$3.35M 0.11%
13,398
91
$3.33M 0.11%
24,434
+1,831
92
$3.32M 0.11%
144,635
93
$3.27M 0.11%
20,157
-2,804
94
$3.16M 0.1%
+12,151
95
$3.04M 0.1%
6,331
-2
96
$2.94M 0.1%
32,667
-2,194
97
$2.94M 0.1%
18,205
+17,578
98
$2.93M 0.1%
13,167
+2,370
99
$2.79M 0.09%
20,000
+580
100
$2.73M 0.09%
+145,739
2 3
4
5 6