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
201
$612K 0.02%
6,469
-210
202
$604K 0.02%
10,614
+620
203
$596K 0.02%
8,867
204
$595K 0.02%
58,867
+107
205
$595K 0.02%
1,091
+1,015
206
$591K 0.02%
12,459
+300
207
$589K 0.02%
14,941
-432
208
$569K 0.02%
50,817
209
$555K 0.02%
1,615
+61
210
$523K 0.02%
6,243
-217
211
$518K 0.02%
1,415
-67
212
$510K 0.02%
38,742
+6,787
213
$509K 0.02%
3,573
+3,525
214
$496K 0.02%
8,045
215
$493K 0.02%
27,654
216
$490K 0.02%
9,424
+44
217
$488K 0.02%
1,965
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218
$482K 0.02%
2,250
+583
219
$481K 0.02%
34,796
220
$478K 0.02%
2,229
-1,215
221
$472K 0.02%
32,800
-700
222
$471K 0.02%
5,622
+23
223
$467K 0.02%
14,636
+108
224
$467K 0.02%
39,350
+6,350
225
$464K 0.02%
40,900
-3,374
7 8
9
10 11