EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
+$21.6M
2
+$10.3M
3
+$8.38M
4
VAC icon
Marriott Vacations Worldwide
VAC
+$6.12M
5
VTV icon
Vanguard Value ETF
VTV
+$6M

Top Sells

1
+$22.1M
2
+$19.5M
3
+$12.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$10.6M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$6.84M

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
1026
$2K ﹤0.01%
3
1027
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131
+1
1028
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1029
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1030
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+68
1033
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1034
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1035
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65
1036
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1037
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1038
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+789
1039
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63
1040
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66
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1041
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1042
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1043
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22
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1044
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1045
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+332
1046
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50
1047
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+247
1048
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+271
1049
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29
1050
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11
-26
40 41
42
43 44