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
1226
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-80
1227
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1228
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1229
$0 ﹤0.01%
1
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-17,000
1232
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-19,500
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-564
1234
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1235
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1236
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-39
1237
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-14,308
1238
$0 ﹤0.01%
2
-26
1239
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$0 ﹤0.01%
8
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1241
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13
1243
– –
-1,785
1244
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1245
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-5
1246
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-4,480
1247
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1248
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-3,630
1249
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-735
1250
– –
-3,300
48 49
50
51 52