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
1176
– –
-4,000
1177
– –
-58
1178
– –
-3
1179
– –
-150
1180
– –
-10
1181
– –
-1,000
1182
– –
-243
1183
$0 ﹤0.01%
8
1184
– –
-287,018
1185
– –
-33
1186
– –
-42
1187
– –
-350
1188
– –
-32
1189
$0 ﹤0.01%
5
1190
– –
-375
1191
$0 ﹤0.01%
2
1192
– –
-63
1193
– –
-18,000
1194
$0 ﹤0.01%
4
1195
– –
-1
1196
– –
-49
1197
– –
-10,453
1198
$0 ﹤0.01%
1
1199
– –
-117
1200
– –
-34
46 47
48
49 50