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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
$3.05B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,294
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$7.48M
3
+$7.22M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.71M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$5.3M

Top Sells

1
+$33M
2
+$22.9M
3
+$6.35M
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$5.98M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$5.34M

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
1126
$1K ﹤0.01%
106
1127
$1K ﹤0.01%
+45
1128
$1K ﹤0.01%
16
1129
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+409
1130
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373
1131
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10
-164
1132
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25
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24
1134
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230
1135
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37
1136
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50
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1138
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100
1139
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1140
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1141
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1143
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+100
1145
– –
0
1146
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6
1147
$1K ﹤0.01%
22
1148
$1K ﹤0.01%
66
1149
$1K ﹤0.01%
+113
1150
$1K ﹤0.01%
85
44 45
46
47 48