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
$2.76B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,243
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$55.4M
3
+$39.5M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$37.5M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$35.2M

Top Sells

1
+$71.3M
2
+$59.6M
3
+$29.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$18.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.71M

Sector Composition

1 Technology 4.03%
2 Financials 3.75%
3 Healthcare 3.24%
4 Consumer Discretionary 3.19%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.05M 0.15%
120,425
+24,783
77
$4.04M 0.15%
63,552
+480
78
$4.03M 0.15%
23,102
-1,412
79
$4.02M 0.15%
19,849
+19,826
80
$4.01M 0.15%
25,537
-7,268
81
$3.77M 0.14%
41,419
-3,364
82
$3.77M 0.14%
2,610
-5
83
$3.74M 0.14%
68,852
+27,310
84
$3.69M 0.13%
36,530
-47,020
85
$3.65M 0.13%
173,102
+9,055
86
$3.62M 0.13%
30,537
+559
87
$3.59M 0.13%
53,388
-124
88
$3.5M 0.13%
13,144
+2,366
89
$3.42M 0.12%
25,530
-1,005
90
$3.36M 0.12%
19,459
-56
91
$3.32M 0.12%
24,811
-82
92
$3.25M 0.12%
20,141
+39
93
$3.22M 0.12%
9,570
+263
94
$3.18M 0.12%
15,486
-5,258
95
$3.17M 0.11%
7,900
-26
96
$3.07M 0.11%
27,823
+1,011
97
$2.82M 0.1%
19,960
-5,357
98
$2.69M 0.1%
15,355
-4,380
99
$2.57M 0.09%
10,686
-3,587
100
$2.55M 0.09%
14,441
+2,121
2 3
4
5 6