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
151
$1.3M 0.04%
24,235
-255
152
$1.29M 0.04%
3,699
+15
153
$1.28M 0.04%
12,906
154
$1.27M 0.04%
11,339
+39
155
$1.25M 0.04%
5,039
+50
156
$1.24M 0.04%
5,430
+42
157
$1.21M 0.04%
3,494
+24
158
$1.15M 0.04%
50,817
+47,851
159
$1.14M 0.04%
14,345
-3,080
160
$1.13M 0.04%
+102,292
161
$1.11M 0.04%
8,093
162
$1.1M 0.04%
61,806
-4,040
163
$1.1M 0.04%
65,478
+2,154
164
$1.09M 0.04%
83,528
+168
165
$1.09M 0.04%
45,827
166
$1.08M 0.04%
30,237
-538
167
$1.08M 0.04%
21,736
+1,328
168
$1.07M 0.04%
25,925
+478
169
$1.07M 0.03%
2,340
-40
170
$1.06M 0.03%
27,634
171
$1.05M 0.03%
4,963
-78
172
$1.05M 0.03%
8,453
+7
173
$1.05M 0.03%
11,892
-2
174
$1.04M 0.03%
1,760
+203
175
$1.02M 0.03%
3,784
+24
5 6
7
8 9