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
176
$850K 0.03%
64,775
177
$848K 0.03%
11,800
-2,615
178
$839K 0.03%
47,107
179
$774K 0.03%
25,755
+18,089
180
$765K 0.03%
3,992
-321
181
$721K 0.03%
7,665
-1,172
182
$718K 0.03%
7,235
+146
183
$715K 0.03%
74,975
184
$714K 0.03%
24,903
-2,731
185
$708K 0.03%
7,061
-523
186
$702K 0.03%
5,905
+139
187
$697K 0.03%
28,692
-1,000
188
$696K 0.03%
9,240
189
$682K 0.02%
22,350
+8,250
190
$677K 0.02%
9,000
191
$668K 0.02%
5,086
-1,154
192
$665K 0.02%
19,446
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193
$664K 0.02%
30,539
194
$645K 0.02%
1,452
+301
195
$640K 0.02%
2,485
-303
196
$633K 0.02%
92,800
-5,400
197
$631K 0.02%
25,529
-2,071
198
$627K 0.02%
102,613
+321
199
$621K 0.02%
58,404
200
$619K 0.02%
+6,219
6 7
8
9 10