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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
1051
$2K ﹤0.01%
+789
1052
$2K ﹤0.01%
63
1053
$2K ﹤0.01%
66
-39
1054
$2K ﹤0.01%
28
1055
$2K ﹤0.01%
67
1056
$2K ﹤0.01%
47
1057
$2K ﹤0.01%
65
1058
$2K ﹤0.01%
+121
1059
$2K ﹤0.01%
22
-14
1060
$2K ﹤0.01%
119
1061
$2K ﹤0.01%
+332
1062
$2K ﹤0.01%
50
1063
$2K ﹤0.01%
+247
1064
$2K ﹤0.01%
+271
1065
$2K ﹤0.01%
29
1066
$2K ﹤0.01%
+46
1067
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11
-26
1068
$2K ﹤0.01%
+218
1069
$2K ﹤0.01%
57
-690
1070
$2K ﹤0.01%
+656
1071
$2K ﹤0.01%
+106
1072
$2K ﹤0.01%
+327
1073
– –
0
1074
$2K ﹤0.01%
+26
1075
$2K ﹤0.01%
171
41 42
43
44 45