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
1126
$1K ﹤0.01%
29
1127
$1K ﹤0.01%
43
1128
$1K ﹤0.01%
27
1129
$1K ﹤0.01%
+100
1130
$1K ﹤0.01%
6
1131
$1K ﹤0.01%
22
1132
$1K ﹤0.01%
66
1133
$1K ﹤0.01%
20
1134
$1K ﹤0.01%
18
-2,000
1135
$1K ﹤0.01%
19
1136
$1K ﹤0.01%
8
1137
$1K ﹤0.01%
67
1138
$1K ﹤0.01%
5
-26
1139
$1K ﹤0.01%
10
1140
$1K ﹤0.01%
350
1141
$1K ﹤0.01%
18
1142
$1K ﹤0.01%
200
1143
$1K ﹤0.01%
60
1144
$1K ﹤0.01%
41
1145
$1K ﹤0.01%
+409
1146
$1K ﹤0.01%
373
1147
$1K ﹤0.01%
10
-164
1148
$1K ﹤0.01%
25
+8
1149
$1K ﹤0.01%
+111
1150
– –
0
44 45
46
47 48