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
1001
$3K ﹤0.01%
87
+44
1002
$3K ﹤0.01%
67
+41
1003
$3K ﹤0.01%
+723
1004
$3K ﹤0.01%
24
+16
1005
$3K ﹤0.01%
34
1006
$3K ﹤0.01%
13
+7
1007
$3K ﹤0.01%
165
+133
1008
$3K ﹤0.01%
17
+8
1009
$3K ﹤0.01%
+31
1010
$3K ﹤0.01%
254
-275
1011
$3K ﹤0.01%
122
1012
$3K ﹤0.01%
30
+23
1013
$3K ﹤0.01%
52
+35
1014
$3K ﹤0.01%
+139
1015
$3K ﹤0.01%
60
-25
1016
$3K ﹤0.01%
20
+3
1017
$3K ﹤0.01%
47
-35
1018
$3K ﹤0.01%
65
1019
$3K ﹤0.01%
147
-829
1020
$3K ﹤0.01%
300
1021
$2K ﹤0.01%
+636
1022
$2K ﹤0.01%
+242
1023
$2K ﹤0.01%
+180
1024
$2K ﹤0.01%
+29
1025
$2K ﹤0.01%
11
+7
39 40
41
42 43