EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
1051
$2K ﹤0.01%
+121
1052
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22
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1053
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119
1054
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+332
1055
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50
1056
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1057
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+271
1058
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1060
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11
-26
1061
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57
-690
1063
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+656
1064
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+106
1065
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+327
1066
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1067
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171
1069
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36
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1070
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1071
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54
1072
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+493
1073
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68
-1
1074
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+150
1075
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35
+1
41 42
43
44 45