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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
$2.47B
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,311
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$10.7M
3
+$9.31M
4
VAC icon
Marriott Vacations Worldwide
VAC
+$6.79M
5
VTV icon
Vanguard Value ETF
VTV
+$6.57M

Top Sells

1
+$23.7M
2
+$21.2M
3
+$14.4M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$11.8M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$7.58M

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
1151
$1K ﹤0.01%
50
1152
$1K ﹤0.01%
38
-98
1153
$1K ﹤0.01%
11
1154
$1K ﹤0.01%
100
1155
$1K ﹤0.01%
40
1156
$1K ﹤0.01%
115
1157
$1K ﹤0.01%
350
1158
$1K ﹤0.01%
43
1159
$1K ﹤0.01%
27
1160
– –
-394
1161
$0 ﹤0.01%
2
1162
$0 ﹤0.01%
33
1163
$0 ﹤0.01%
33
1164
$0 ﹤0.01%
8
1165
– –
0
1166
– –
-96
1167
– –
-22
1168
– –
-75
1169
– –
-101
1170
– –
-4,089
1171
– –
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1172
– –
-1,666
1173
$0 ﹤0.01%
33
1174
– –
-33
1175
$0 ﹤0.01%
8
45 46
47
48 49