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
$2.64B
AUM Growth
+$427M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$59.7M
2
+$33.2M
3
+$15M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.7M
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$13.7M

Top Sells

1
+$7.11M
2
+$4.84M
3
+$2M
4
AMZN icon
Amazon
AMZN
+$1.69M
5
LOW icon
Lowe's Companies
LOW
+$1.25M

Sector Composition

1 Financials 5.45%
2 Technology 5.12%
3 Consumer Discretionary 3.48%
4 Healthcare 3.45%
5 Communication Services 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$592K 0.02%
5,237
+874
227
$585K 0.02%
3,907
+526
228
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26,763
-833
229
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3,109
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230
$565K 0.02%
1,148
231
$555K 0.02%
9,173
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232
$549K 0.02%
1,667
+1,374
233
$536K 0.02%
1,706
234
$534K 0.02%
3,300
235
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5,012
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236
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10,403
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237
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10,497
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238
$488K 0.02%
12,400
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239
$485K 0.02%
10,682
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240
$483K 0.02%
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241
$475K 0.02%
24,044
242
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5,110
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243
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244
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17
245
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2,352
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246
$461K 0.02%
6,360
247
$458K 0.02%
9,433
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248
$457K 0.02%
2,231
249
$450K 0.02%
2,467
+155
250
$444K 0.02%
58,048
+139
8 9
10
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