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
176
$1.01M 0.03%
2,826
+258
177
$1M 0.03%
9,912
-1,086
178
$999K 0.03%
79,459
-4,112
179
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6,017
+1
180
$974K 0.03%
8,837
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181
$956K 0.03%
3,444
182
$943K 0.03%
5,791
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183
$934K 0.03%
52,851
+13,512
184
$912K 0.03%
11,483
-7,836
185
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186
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17,619
-1,252
187
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10,480
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188
$887K 0.03%
32,147
189
$883K 0.03%
3,454
-20,864
190
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3,500
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192
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193
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194
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195
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196
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2,774
+190
197
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-159
198
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98,200
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199
$741K 0.02%
2,477
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200
$722K 0.02%
7,977
+80
6 7
8
9 10