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
1001
$3K ﹤0.01%
122
1002
$3K ﹤0.01%
30
+23
1003
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52
+35
1004
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+139
1005
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60
-25
1006
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20
+3
1007
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47
-35
1008
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65
1009
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147
-829
1010
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+8
1011
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1012
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300
1013
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50
-215
1014
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+103
1015
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29
1016
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+168
1017
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1018
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107
1019
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97
1020
$3K ﹤0.01%
+239
1021
$2K ﹤0.01%
+98
1022
$2K ﹤0.01%
112
1023
$2K ﹤0.01%
65
1024
$2K ﹤0.01%
+143
1025
$2K ﹤0.01%
+10
39 40
41
42 43