EW

Evoke Wealth Portfolio holdings

AUM $5.2B
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
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
976
$4K ﹤0.01%
+70
977
$3K ﹤0.01%
51
978
$3K ﹤0.01%
87
+44
979
$3K ﹤0.01%
67
+41
980
$3K ﹤0.01%
+723
981
$3K ﹤0.01%
+270
982
$3K ﹤0.01%
44
983
$3K ﹤0.01%
99
+14
984
$3K ﹤0.01%
95
985
$3K ﹤0.01%
+23
986
$3K ﹤0.01%
21
987
$3K ﹤0.01%
24
+16
988
$3K ﹤0.01%
34
989
$3K ﹤0.01%
13
+7
990
$3K ﹤0.01%
165
+133
991
$3K ﹤0.01%
17
+8
992
$3K ﹤0.01%
+31
993
$3K ﹤0.01%
254
-275
994
$3K ﹤0.01%
122
995
$3K ﹤0.01%
30
+23
996
$3K ﹤0.01%
52
+35
997
$3K ﹤0.01%
+139
998
$3K ﹤0.01%
60
-25
999
$3K ﹤0.01%
20
+3
1000
$3K ﹤0.01%
47
-35
38 39
40
41 42