EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
+$35.9M
2
+$7.33M
3
+$7.17M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.78M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$5.46M

Top Sells

1
+$32.5M
2
+$22.9M
3
+$6.44M
4
MDLZ icon
Mondelez International
MDLZ
+$6.18M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$5.33M

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
1051
$2K ﹤0.01%
11
-9,980
1052
$2K ﹤0.01%
15
1053
$2K ﹤0.01%
31
1054
$2K ﹤0.01%
53
+37
1055
$2K ﹤0.01%
44
1056
$2K ﹤0.01%
244
+121
1057
$2K ﹤0.01%
21
+4
1058
$2K ﹤0.01%
363
+139
1059
$2K ﹤0.01%
43
+22
1060
$2K ﹤0.01%
+33
1061
$2K ﹤0.01%
22
1062
$2K ﹤0.01%
66
+44
1063
$2K ﹤0.01%
+83
1064
$2K ﹤0.01%
25
1065
$2K ﹤0.01%
216
-369
1066
$2K ﹤0.01%
37
1067
$2K ﹤0.01%
18
+13
1068
$2K ﹤0.01%
+6
1069
$2K ﹤0.01%
+45
1070
$2K ﹤0.01%
+98
1071
$2K ﹤0.01%
112
1072
$2K ﹤0.01%
65
1073
$2K ﹤0.01%
+143
1074
$2K ﹤0.01%
+10
1075
$2K ﹤0.01%
63
41 42
43
44 45