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
151
$1.13M 0.04%
13,620
-2,168
152
$1.1M 0.04%
4,479
-275
153
$1.1M 0.04%
3,432
-1,702
154
$1.09M 0.04%
21,888
-23
155
$1.09M 0.04%
101,483
+2,447
156
$1.08M 0.04%
3,483
-2
157
$1.07M 0.04%
3,386
-372
158
$1.05M 0.04%
14,345
159
$1.04M 0.04%
12,929
160
$1.02M 0.04%
9,445
-2,955
161
$1.02M 0.04%
23,337
162
$1.01M 0.04%
74,768
+58,674
163
$1M 0.04%
5,582
+115
164
$965K 0.03%
137,316
+198
165
$957K 0.03%
100,940
-13,425
166
$944K 0.03%
64,610
-13,460
167
$942K 0.03%
31,960
-2,610
168
$928K 0.03%
107,460
-14,751
169
$924K 0.03%
4,334
+1,560
170
$919K 0.03%
7,921
+20
171
$910K 0.03%
27,473
+622
172
$904K 0.03%
61,483
+8,847
173
$902K 0.03%
117,654
+110,551
174
$874K 0.03%
18,509
-3,289
175
$857K 0.03%
10,256
-1,366
5 6
7
8 9