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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
1201
– –
-243
1202
$0 ﹤0.01%
8
1203
– –
-287,018
1204
– –
-33
1205
– –
-42
1206
– –
-350
1207
– –
-32
1208
$0 ﹤0.01%
5
1209
– –
-375
1210
$0 ﹤0.01%
2
1211
– –
-63
1212
– –
-18,000
1213
$0 ﹤0.01%
4
1214
– –
-1
1215
$0 ﹤0.01%
1
1216
– –
-117
1217
– –
-34
1218
– –
-372
1219
– –
-15
1220
– –
-27
1221
– –
-21
1222
$0 ﹤0.01%
17
1223
– –
-22
1224
– –
-368
1225
– –
-85
47 48
49
50 51