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
$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
976
$4K ﹤0.01%
+70
977
$3K ﹤0.01%
+270
978
$3K ﹤0.01%
50
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979
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+103
980
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29
981
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982
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983
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984
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985
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+8
986
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+126
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$3K ﹤0.01%
127
989
$3K ﹤0.01%
+255
990
$3K ﹤0.01%
146
991
$3K ﹤0.01%
28
+24
992
$3K ﹤0.01%
45
993
$3K ﹤0.01%
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994
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37
+31
995
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44
996
$3K ﹤0.01%
99
+14
997
$3K ﹤0.01%
95
998
$3K ﹤0.01%
+23
999
$3K ﹤0.01%
21
1000
$3K ﹤0.01%
51
38 39
40
41 42