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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
1226
– –
-28
1227
– –
-7,500
1228
– –
-44
1229
– –
-11
1230
– –
-375
1231
– –
-6,000
1232
– –
-92
1233
$0 ﹤0.01%
5
1234
– –
-65
1235
$0 ﹤0.01%
12
1236
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-125
1237
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-80
1238
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-1,000
1239
– –
-33,350
1240
$0 ﹤0.01%
1
1241
– –
-48
1242
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-17,000
1243
– –
-19,500
1244
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-564
1245
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1246
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1247
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-39
1248
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-14,308
1249
$0 ﹤0.01%
2
-26
1250
– –
-1
48 49
50
51 52