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
201
$720K 0.02%
9,240
202
$706K 0.02%
3,291
-207
203
$705K 0.02%
33,500
204
$703K 0.02%
9,000
205
$664K 0.02%
31,914
206
$656K 0.02%
6,077
-63
207
$651K 0.02%
2,775
208
$649K 0.02%
8,867
-2,979
209
$647K 0.02%
12,996
+996
210
$646K 0.02%
10,341
+816
211
$616K 0.02%
6,767
-223
212
$615K 0.02%
1,105
+21
213
$603K 0.02%
6,259
+6,114
214
$603K 0.02%
40,600
+40
215
$601K 0.02%
333,690
216
$599K 0.02%
3,176
+13
217
$595K 0.02%
45,180
-2,589
218
$582K 0.02%
5,029
+708
219
$577K 0.02%
2,062
+7
220
$570K 0.02%
18,590
221
$568K 0.02%
9,283
+38
222
$567K 0.02%
1,150
+1
223
$562K 0.02%
28,000
224
$555K 0.02%
3,970
+9
225
$549K 0.02%
+9,994
7 8
9
10 11