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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
1026
$2K ﹤0.01%
39
1027
$2K ﹤0.01%
+28
1028
$2K ﹤0.01%
+494
1029
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66
-95
1030
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51
1031
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94
1032
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+178
1033
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27
1034
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60
+17
1035
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20
1036
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+192
1037
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68
1038
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34
1039
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40
1040
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3
1041
$2K ﹤0.01%
234
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1042
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32
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+48
1044
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118
-4
1045
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45
1046
$2K ﹤0.01%
3
1047
$2K ﹤0.01%
+547
1048
$2K ﹤0.01%
65
1049
$2K ﹤0.01%
143
1050
$2K ﹤0.01%
+33
40 41
42
43 44