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EW

Evoke Wealth Portfolio holdings

AUM $5.42B
1-Year Est. Return 23.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.47B
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,311
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$10.7M
3
+$9.31M
4
VAC icon
Marriott Vacations Worldwide
VAC
+$6.79M
5
VTV icon
Vanguard Value ETF
VTV
+$6.57M

Top Sells

1
+$23.7M
2
+$21.2M
3
+$14.4M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$11.8M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$7.58M

Sector Composition

1 Technology 4.87%
2 Financials 4.05%
3 Consumer Discretionary 3.52%
4 Healthcare 3%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$3K ﹤0.01%
207
1002
$3K ﹤0.01%
17
+9
1003
$3K ﹤0.01%
114
1004
$3K ﹤0.01%
10
-6
1005
$3K ﹤0.01%
103
1006
$3K ﹤0.01%
1,099
1007
$3K ﹤0.01%
24
1008
$2K ﹤0.01%
+104
1009
$2K ﹤0.01%
39
-51
1010
$2K ﹤0.01%
295
1011
$2K ﹤0.01%
11
1012
$2K ﹤0.01%
45
1013
$2K ﹤0.01%
+173
1014
$2K ﹤0.01%
58
-404
1015
$2K ﹤0.01%
+69
1016
$2K ﹤0.01%
+90
1017
$2K ﹤0.01%
26
-5
1018
$2K ﹤0.01%
25
-24
1019
$2K ﹤0.01%
423
1020
$2K ﹤0.01%
70
1021
$2K ﹤0.01%
56
1022
$2K ﹤0.01%
31
1023
$2K ﹤0.01%
+85
1024
$2K ﹤0.01%
37
1025
$2K ﹤0.01%
+118
39 40
41
42 43