EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
126
$1.81M 0.06%
24,138
-2
127
$1.8M 0.06%
78,617
128
$1.79M 0.06%
17,786
+1
129
$1.75M 0.06%
31,351
+2,532
130
$1.66M 0.05%
4,907
+37
131
$1.64M 0.05%
99,385
-144
132
$1.63M 0.05%
10,735
-841
133
$1.6M 0.05%
13,553
-3,271
134
$1.6M 0.05%
47,273
+45,390
135
$1.6M 0.05%
12,616
+5,545
136
$1.55M 0.05%
8,284
+78
137
$1.54M 0.05%
11,993
-440
138
$1.47M 0.05%
15,788
+8,607
139
$1.46M 0.05%
44,912
+160
140
$1.42M 0.05%
14,311
-116
141
$1.39M 0.05%
125,024
+3,986
142
$1.39M 0.05%
439,767
-301,229
143
$1.38M 0.05%
7,194
-2,342
144
$1.37M 0.05%
22,403
-49
145
$1.37M 0.04%
103,851
+9,429
146
$1.36M 0.04%
17,460
147
$1.36M 0.04%
7,001
+4,649
148
$1.34M 0.04%
133,991
+8,120
149
$1.31M 0.04%
35,070
+4,680
150
$1.31M 0.04%
5,226
+1,361
4 5
6
7 8