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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
$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
1026
$2K ﹤0.01%
+36
1027
$2K ﹤0.01%
176
-163
1028
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33
1029
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21
1030
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61
-518
1031
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+62
1032
$2K ﹤0.01%
11
-9,980
1033
$2K ﹤0.01%
15
1034
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31
1035
$2K ﹤0.01%
+636
1036
$2K ﹤0.01%
53
+37
1037
$2K ﹤0.01%
44
1038
$2K ﹤0.01%
94
-9
1039
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22
1040
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1041
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27
1042
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67
-17
1043
$2K ﹤0.01%
15
1044
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20
+10
1045
$2K ﹤0.01%
21
+4
1046
$2K ﹤0.01%
363
+139
1047
$2K ﹤0.01%
43
+22
1048
$2K ﹤0.01%
+33
1049
$2K ﹤0.01%
22
1050
$2K ﹤0.01%
66
+44
40 41
42
43 44