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
$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
1101
$1K ﹤0.01%
+83
1102
$1K ﹤0.01%
23
1103
$1K ﹤0.01%
+25
1104
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+45
1105
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16
1106
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+102
1107
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39
1108
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14
1109
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31
1110
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16
1111
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56
1112
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20
1113
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18
-2,000
1114
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19
1115
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8
1116
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67
1117
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5
-26
1118
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10
1119
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350
1120
$1K ﹤0.01%
18
1121
$1K ﹤0.01%
200
1122
$1K ﹤0.01%
60
1123
$1K ﹤0.01%
41
1124
$1K ﹤0.01%
+409
1125
$1K ﹤0.01%
373
43 44
45
46 47