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
$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
126
$1.59M 0.06%
33,452
+202
127
$1.59M 0.06%
18,692
+2
128
$1.55M 0.06%
17,772
-320
129
$1.55M 0.06%
4,680
+948
130
$1.55M 0.06%
18,023
+5,080
131
$1.55M 0.06%
14,093
+550
132
$1.52M 0.06%
137,702
+8,720
133
$1.51M 0.05%
22,990
-5,488
134
$1.51M 0.05%
13,707
+1,440
135
$1.51M 0.05%
129,104
+122,867
136
$1.47M 0.05%
14,811
+37
137
$1.45M 0.05%
11,993
138
$1.41M 0.05%
10,407
+43
139
$1.33M 0.05%
24,138
140
$1.32M 0.05%
6,938
-7
141
$1.31M 0.05%
89,139
+83,706
142
$1.29M 0.05%
48,564
-4,813
143
$1.29M 0.05%
18,762
-9,927
144
$1.29M 0.05%
33,734
+19,918
145
$1.25M 0.05%
87,966
-4,228
146
$1.17M 0.04%
24,235
147
$1.17M 0.04%
6,389
-612
148
$1.16M 0.04%
7,884
-205
149
$1.16M 0.04%
133,122
150
$1.14M 0.04%
413,100
-26,667
4 5
6
7 8