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
1101
$1K ﹤0.01%
56
1102
$1K ﹤0.01%
12
1103
$1K ﹤0.01%
+113
1104
$1K ﹤0.01%
85
1105
$1K ﹤0.01%
+119
1106
$1K ﹤0.01%
5
1107
$1K ﹤0.01%
+5
1108
$1K ﹤0.01%
10
1109
$1K ﹤0.01%
21
1110
$1K ﹤0.01%
+83
1111
$1K ﹤0.01%
23
1112
$1K ﹤0.01%
+25
1113
$1K ﹤0.01%
24
1114
$1K ﹤0.01%
230
1115
$1K ﹤0.01%
37
1116
$1K ﹤0.01%
9
1117
$1K ﹤0.01%
+102
1118
$1K ﹤0.01%
+5
1119
$1K ﹤0.01%
39
1120
$1K ﹤0.01%
+8
1121
$1K ﹤0.01%
144
1122
$1K ﹤0.01%
50
-78
1123
$1K ﹤0.01%
+23
1124
$1K ﹤0.01%
100
1125
$1K ﹤0.01%
14