EW

Evoke Wealth Portfolio holdings

AUM $4.26B
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
101
$2.71M 0.09%
10,308
102
$2.66M 0.09%
9,728
-37
103
$2.64M 0.09%
11,889
+1,534
104
$2.62M 0.09%
49,893
105
$2.46M 0.08%
169,495
+5,333
106
$2.41M 0.08%
29,167
-11,736
107
$2.37M 0.08%
179,901
+5,076
108
$2.35M 0.08%
81,039
+238
109
$2.27M 0.07%
30,860
+2,133
110
$2.27M 0.07%
12,802
-3,112
111
$2.21M 0.07%
81,110
+670
112
$2.2M 0.07%
20,782
113
$2.14M 0.07%
5,135
-132
114
$2.12M 0.07%
4
115
$2.08M 0.07%
26,156
+6,501
116
$2M 0.07%
77,705
+76,705
117
$1.99M 0.07%
7,655
-81
118
$1.99M 0.07%
53,181
+7,371
119
$1.98M 0.06%
145,069
+6,130
120
$1.93M 0.06%
37,181
+570
121
$1.89M 0.06%
12,341
+105
122
$1.87M 0.06%
17,454
-2,239
123
$1.87M 0.06%
8,781
124
$1.84M 0.06%
84,768
-5,286
125
$1.83M 0.06%
7,560
-1,477
3 4
5
6 7