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
$2.76B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,243
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$55.4M
3
+$39.5M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$37.5M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$35.2M

Top Sells

1
+$71.3M
2
+$59.6M
3
+$29.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$18.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.71M

Sector Composition

1 Technology 4.03%
2 Financials 3.75%
3 Healthcare 3.24%
4 Consumer Discretionary 3.19%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.5M 0.09%
66,042
-150,713
102
$2.49M 0.09%
11,829
-1,340
103
$2.47M 0.09%
6,355
104
$2.42M 0.09%
51,893
+2,000
105
$2.35M 0.09%
19,254
+8,849
106
$2.33M 0.08%
210,226
-9,056
107
$2.32M 0.08%
10,493
108
$2.22M 0.08%
34,281
+363
109
$2.2M 0.08%
9,324
+888
110
$2.18M 0.08%
8,293
+240
111
$2.09M 0.08%
170,257
+23,398
112
$2.06M 0.07%
141,179
+140,609
113
$2.03M 0.07%
101,847
+82,241
114
$2.03M 0.07%
40,739
+33,091
115
$1.96M 0.07%
38,258
+1,503
116
$1.96M 0.07%
+7,064
117
$1.94M 0.07%
9,369
-775
118
$1.87M 0.07%
4
119
$1.87M 0.07%
84,825
-1,380
120
$1.86M 0.07%
179,200
121
$1.82M 0.07%
159,750
-14,581
122
$1.67M 0.06%
17,258
+10,108
123
$1.65M 0.06%
6,181
-89
124
$1.65M 0.06%
20,187
-595
125
$1.65M 0.06%
8,077
-355
3 4
5
6 7